Rea

Pension Plan Consultant

Rea

full-time

Posted on:

Location Type: Remote

Location: United States

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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 with other tasks and projects as assigned

Requirements

  • - Bachelors in Accounting or equivalent required
  • - Experience in the use of various assurance applications and research tools
  • - Qualified retirement plan credential required (ASPPA)
  • - Team-Oriented
  • - Accounting and asset reconciliation skills
  • - Excellent verbal and written communication skills
  • - Detail-oriented
  • - Excellent problem solving skills
  • - Time Management skills and ability to work independently
  • - Ability to successfully handle multiple tasks
  • - Ability to manage client relationships
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
  • - 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 & Tools
payroll processingvaluation reportsannual testingADP/ACP testingTop Heavy testing401(b) testing415 testing401(a)(4) testingdeductibility testing402(g) testing
Soft Skills
team-orientedexcellent verbal communicationexcellent written communicationdetail-orientedexcellent problem solvingtime managementability to work independentlyability to handle multiple tasksability to manage client relationships
Certifications
Bachelors in Accountingqualified retirement plan credential (ASPPA)