Plan Consultant II

🕒 il y a 2 jours

🇺🇸 États-Unis – Télétravail

💵 $56 000 - $70 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💼 Consultant

🦅 Parrain de Visa H1B

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PCS Retirement

Site WebLinkedInTous les Emplois

201 - 500 employés

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement est un fournisseur de premier plan de solutions modernes et simplifiées de régimes de retraite, desservant une large gamme de clients, y compris des épargnants individuels, des employeurs, des administrateurs tiers (TPA), des conseillers financiers et des institutions. L'entreprise est parmi les fournisseurs de plans de retraite à la croissance la plus rapide du pays, offrant une expérience sans conflit avec des solutions personnalisables et flexibles. PCS Retirement se concentre sur l'élévation des activités de plans de retraite et fournit un support sans faille avec une intégration de paie 360 et un service 24/7.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off