Rea

Senior Plan Consultant

Rea

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Senior

About the role

  • - 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

Requirements

  • - Bachelor’s in accounting or equivalent required
  • - 5+ years of ERISA experience in the retirement industry
  • - Qualified retirement plan credential required (ASPPA)
  • - Team-Oriented
  • - Ability to act as a mentor, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable
  • - Ability to effectively plan and assign work and supervise support staff
  • - Ability to effectively manage multiple referral relationships between business partners (internal and external)
Benefits
  • **Rea **offers a wide variety of benefits to help support our employees' health, wellness and financial goals.
  • - Health Care Plan (Medical, Dental & Vision)
  • - Retirement Plan (401k)
  • - Life Insurance (Basic, Voluntary & AD&D)
  • - Paid Time Off (Vacation, Sick & Public Holidays)
  • - Family Leave (Maternity, Paternity)
  • - Short Term & Long Term Disability
  • - Training & Development
  • - 'Work From Anywhere' option
  • - Wellness Resources
  • - Four (4) weeks PTO
  • - Twelve (12) paid holidays, of which three (3) are floating holidays

Applicant Tracking System Keywords

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

Hard skills
payroll processingvaluation reportsannual testingForm 5500 preparationplan designtrust accountingIRS regulationsDOL regulationsADP/ACP testingTop Heavy testing
Soft skills
mentoringcollaborationteam-orientedsupervisionworkload managementplanningrelationship managementcommunicationreviewingtraining
Certifications
Bachelor’s in accountingASPPA credential