Consultant

• - Act as a mentor to Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable.
• -   Assist clients in meeting all IRD and Department of Labor deadlines necessary for qualified retirement plan
• - Assist clients with Service and IRD Plan terminations
• - Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
• - Complete/assist with payroll processing as required by the products assigned
• - Responsible for all aspects of valuation reports, participant statements and annual testing
• - Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 401(b), 415, 401(a)(4), deductibility, and 402(g)
• - Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
• - Review distribution paperwork and coordinate processing of distributions with asset holder
• - Review loan paperwork and coordinate processing of loans with asset holder
• - Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing
• - Assist auditors if a plan is subject to an audit
• - Assist IRD and DOL auditors, if the plan is subject to an IRS or DOL audit
• - Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)
• - Assist with other tasks and projects as assigned

Pension Plan Consultant

• - Act as a mentor to Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable.
• - Assist clients in meeting all IRD and Department of Labor deadlines necessary for qualified retirement plan
• - Assist clients with Service and IRD Plan terminations
• - Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
• - Complete/Assist with payroll processing as required by the products assigned
• - Responsible for all aspects of valuation reports, participant statements and annual testing
• - Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 401(b), 415, 401(a)(4), deductibility, and 402(g)
• - Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
• - Review distribution paperwork and coordinate processing of distributions with asset holder
• - Review loan paperwork and coordinate processing of loans with asset holder
• - Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing
• - Assist auditors if a plan is subject to an audit
• - Assist IRD and DOL auditors, if the plan is subject to an IRS or DOL audit
• - Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)
• - Assist clients with all initial and ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations
• - Supervises, trains, and manages workload of Coordinators and Consultants on all projects
• - Reviews work prepared by Coordinators and Consultants and provide review comments
• - Assist with other tasks and projects as assigned

Rea

Pension Plan Consultant

Senior Plan Consultant