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Plan Consultant II
PCS RetirementPlan Consultant handling annual nondiscrimination testing and compliance for various retirement plans. Collaborating with advisors and auditors to ensure accuracy in Form 5500 submissions.
About the role
Key responsibilities & impact- Responsible for completion of annual nondiscrimination testing and completion of the annual form 5500 for 401k, 457, 403(b), and non-ERISA 403(b) retirement plans
- Works with advisors, auditors and plan sponsors to provide consulting on plan issues, contributions and Form 5500 reconciliations
- Performs Nondiscrimination, Top Heavy & Coverage Testing for defined contribution plans
- Calculates retirement plan contributions and allocations, including Safe Harbor allocations, discretionary match and profit sharing
- Calculates corrective actions for failures in annual testing
- Consult and explain the results of the testing and any required corrections
- Preparation of IRS Form 5500-SF, 5500-EZ and assists with preparation of Form 5500 with schedules
- Assist with plan audit support, including reconciliations and preparation of assets and other plan reports
- Assist with accumulating data and reconciling assets for conversion plans
- Exceed internal and compliance deadlines
- Other duties as assigned
Requirements
What you’ll need- 3-5 years of experience preferred
- Ability to read and understand complex documentation surrounding 401k plans
- Knowledge of basic accounting principles and ability to apply knowledge to complete asset reconciliations for all plans
- PensionPro and FT Williams software experience preferred
- QKA Certification preferred
- Ability to reconcile transactions/assets on the Trust Statement
- Intermediate skillset in Microsoft Excel
- Must be moldable and willing to learn and grow in a dynamic work culture
- Self-Starter, highly self-motivated, ability to work independently and problem-solve
- Ability to effectively prioritize and execute tasks while under pressure
- Ability to meet seasonal deadlines based on IRS and Department of Labor regulations
- Strong listening, interpersonal, written and oral communication skills
- Strong attention to detail
Benefits
Comp & perks- 401(k) match
- medical
- dental
- vision
- life insurance
- short and long term disability
- paid-time off
ATS Keywords
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Hard Skills & Tools
nondiscrimination testingForm 5500401k457403(b)Top Heavy TestingCoverage Testingasset reconciliationscalculating retirement plan contributionsIRS Form 5500-SF
Soft Skills
self-starterhighly self-motivatedproblem-solvingability to prioritizeability to execute tasks under pressurestrong listening skillsinterpersonal skillswritten communication skillsoral communication skillsattention to detail
Certifications
QKA Certification