Plan Consultant – DB, CB

Job not on LinkedIn

🕒 April 7

☕ Washington – Remote

infoinfo

💵 $68k - $98k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

👻 Ghost score 35%

infoinfo
Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of MAP Retirement

MAP Retirement

51 - 200 employees

Founded 1997

💼 Consulting

💸 Finance

📋 Compliance

Consulting • Finance • Compliance

MAP Retirement is a retirement plan administration and fiduciary services firm that partners with business owners and financial advisors to design, administer, and ensure compliance for employer-sponsored retirement plans (such as 401(k) Safe Harbor plans). They provide plan administration, compliance reviews, fiduciary support (including acting as a 3(16) fiduciary), and tiered service options from guidance to full-service plan management, plus payroll/HR support and coordination with recordkeepers and investment partners. Their services focus on minimizing risk, reducing administrative burden, and improving plan outcomes for employers and employees.

📋 Description

• Maintain an assigned book of plans, including defined benefit and defined contribution plans. • Prepare (and/or review, based on experience) valuations and compliance testing pursuant to ERISA guidelines and IRS procedures: Calculate plan contributions to optimize tax savings while passing required testing; Perform additional required testing, such as General Testing (401(a)4), Compensation Ratio Testing (414(s) Testing), etc.; Prepare earned income calculation, as necessary, for an unincorporated employer; Prepare asset reconciliations, including trust accounting, as necessary. • Prepare (and/or review, based on experience) necessary government filings pursuant to IRS/DOL guidelines and requirements, included but not limited to Forms 5500, 5330, and Schedule SB. • Analyze plan documents and pro-actively recommend changes to accommodate client needs. • Assist plan sponsors with the plan termination process, including PBGC-covered plans. • Provide quality communication with the plan sponsor, advisors, and accountants. • Prepare preliminary design studies and projections for prospective clients. • Support actuaries and consultants to provide superior client service. • Prepare calculation of retirement distribution benefits. • Prepare PBGC premium filings and notices.

🎯 Requirements

• Minimum of 3+ years of experience in defined benefit and defined contribution administration. • In-depth knowledge of IRS, DOL and ERISA regulations. • Proficient skills with Microsoft products, specifically Excel and Word. • Ability to work under pressure and prioritize work based on deadlines. • Strong analytical and mathematical skills. • Excellent written and verbal communication skills. • Meticulous attention to detail and accuracy. • Ability to work with minimal day-to-day supervision. • Familiarity of PBGC requirements. • Desired but not Required ASPPA or IRS industry-specific designations or willingness to attain them. • Working knowledge of PensionPro, Datair and FTWilliam.

Apply Now

Similar Jobs

🕒 April 7

Mutual of America Financial Group

1001 - 5000

🛡️ Insurance

💼 Consulting

💸 Finance

Senior Retirement Plan Consultant representing Mutual of America Financial Group in sales for retirement plans. Responsible for client engagement and new business acquisition in assigned territory.

🇺🇸 United States – Remote

💵 $80k - $120k / year

⏰ Full Time

🟠 Senior

💼 Consultant

🕒 April 4

ProSidian Consulting

11 - 50

📦 Logistics

🏭 Manufacturing

🛡️ Insurance

Training Program Oversight Consultant supporting requirements for DOE Hanford operations. Focus on training program implementation and qualification oversight for nuclear facility operations.

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

💼 Consultant

🕒 April 3

AHEAD

1001 - 5000

💼 Consulting

🤖 Artificial Intelligence

🏢 Enterprise

Senior Technical Consultant designing and deploying VMware Cloud Foundation solutions. Advising AHEAD clients on secure, automated hybrid cloud and data center transformation.

🇺🇸 United States – Remote

💵 $160k - $190k / year

💰 $5.7M Venture Round - AHEAD on 2024-05

⏰ Full Time

🟠 Senior

💼 Consultant

🕒 April 3

Transition Strategies, LLC

1 - 10

💼 Consulting

⚖️ Legal

📋 Compliance

Senior ESOP Communication Consultant creating communication strategies and educational materials for employee ownership programs. Lead presenter and mentor in diverse client engagements for ESOPs.

🇺🇸 United States – Remote

💵 $80k - $125k / year

⏰ Full Time

🟠 Senior

💼 Consultant

🕒 April 3

Engage R+D

11 - 50

💼 Consulting

🤝 Non-profit

🌍 Social Impact

Senior Consultant designing and managing evaluation projects for philanthropic and government clients at Engage R+D. Providing advanced consulting services and leading engagements with diverse stakeholders.

🇺🇸 United States – Remote

💵 $105k - $130k / year

⏰ Full Time

🟠 Senior

💼 Consultant