Plan Consultant I/II
MAP Retirement
full-time
Posted on:
Location Type: Remote
Location: Washington • United States
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Salary
💰 $50,000 - $75,000 per year
About the role
- The Plan Consultant is a key compliance and technical resource responsible for administering and supporting employer-sponsored retirement plans.
- Monitor deadlines and compliance obligations for assigned book of business.
- Prepare and perform all annual nondiscrimination and compliance testing.
- Calculate employer contributions and prepare contribution summaries.
- Review and upload incoming census data for completeness and accuracy.
- Prepare government filings including Form 5500 and support IRS and DOL audits.
Requirements
- Minimum of 0-3 years of experience in qualified retirement plan administration and compliance.
- Strong analytical and mathematical skills.
- Excellent written and verbal communication skills.
- Knowledge of ERISA regulations is a plus.
- Meticulous attention to detail and accuracy.
- Minimum of 3+ years of experience in qualified retirement plan administration and compliance (for Consultant II).
- In-depth knowledge of IRS, DOL and ERISA regulations (for Consultant II).
- High proficiency in compliance software such as FTW (for Consultant II).
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
retirement plan administrationcompliance testingnondiscrimination testingcontribution calculationsgovernment filingsForm 5500 preparationIRS auditsDOL auditsdata accuracycensus data review
Soft Skills
analytical skillsmathematical skillswritten communicationverbal communicationattention to detail