MAP Retirement

Plan Consultant – DB, CB

MAP Retirement

full-time

Posted on:

Location Type: Remote

Location: Washington • United States

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Salary

💰 $68,000 - $98,000 per year

About the role

  • Maintain an assigned book of plans, including defined benefit and defined contribution plans.
  • Prepare (and/or review, based on experience) valuations and compliance testing pursuant to ERISA guidelines and IRS procedures: Calculate plan contributions to optimize tax savings while passing required testing; Perform additional required testing, such as General Testing (401(a)4), Compensation Ratio Testing (414(s) Testing), etc.; Prepare earned income calculation, as necessary, for an unincorporated employer; Prepare asset reconciliations, including trust accounting, as necessary.
  • Prepare (and/or review, based on experience) necessary government filings pursuant to IRS/DOL guidelines and requirements, included but not limited to Forms 5500, 5330, and Schedule SB.
  • Analyze plan documents and pro-actively recommend changes to accommodate client needs.
  • Assist plan sponsors with the plan termination process, including PBGC-covered plans.
  • Provide quality communication with the plan sponsor, advisors, and accountants.
  • Prepare preliminary design studies and projections for prospective clients.
  • Support actuaries and consultants to provide superior client service.
  • Prepare calculation of retirement distribution benefits.
  • Prepare PBGC premium filings and notices.

Requirements

  • Minimum of 3+ years of experience in defined benefit and defined contribution administration.
  • In-depth knowledge of IRS, DOL and ERISA regulations.
  • Proficient skills with Microsoft products, specifically Excel and Word.
  • Ability to work under pressure and prioritize work based on deadlines.
  • Strong analytical and mathematical skills.
  • Excellent written and verbal communication skills.
  • Meticulous attention to detail and accuracy.
  • Ability to work with minimal day-to-day supervision.
  • Familiarity of PBGC requirements.
  • Desired but not Required ASPPA or IRS industry-specific designations or willingness to attain them.
  • Working knowledge of PensionPro, Datair and FTWilliam.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
defined benefit administrationdefined contribution administrationvaluationscompliance testingtax optimizationasset reconciliationsgovernment filingsretirement distribution calculationsPBGC premium filingsanalytical skills
Soft Skills
communicationanalytical skillsattention to detailability to work under pressureprioritizationminimal supervision
Certifications
ASPPA designationIRS industry-specific designations