TPA Plan Consultant I – Retirement

🕒 August 20

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💼 Consultant

👻 Ghost score 40%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Alliant Insurance Services

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Founded 1925

🛡️ Insurance

🤝 B2B

💼 Consulting

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Insurance • B2B • Consulting

Alliant Insurance Services is a national insurance brokerage and risk-management firm that provides property & casualty insurance, employee benefits consulting, reinsurance, claims assistance, disaster preparedness and recovery, captive insurance, and a range of industry-specific risk solutions (e. g. , agribusiness, aviation, construction, cyber, energy, healthcare, real estate & hospitality, transportation). The firm emphasizes benefits consulting and human capital services in addition to traditional brokerage, and positions itself as a full-service advisor for commercial clients. Alliant is one of the largest brokers in the U. S. , noting roughly $5. 7B in revenue and $55B+ in premiums, and is ranked among the top brokers nationally and globally.

📋 Description

• Prepare defined contribution plan documents • Prepare and conduct plan year-end non-discrimination testing, including ADP, ACP, Top-heavy, 410(b), 415, and 414(s) • Prepare IRS filings, including 5500, 5558, and 5330, and assist auditors • Process distributions, including withdrawals, in-service distributions, RMDs, loans, and hardships • Maintain ongoing client contact to assist with day-to-day service issues and vendor management • Work with vendors to automate data collection and analysis • Maintain client and due diligence files • Record notes at meetings and prepare minutes for various investment committees • Assist with plan applications, plan document review, and plan implementation • Support the 401(k) Department with general industry knowledge • Research and support initiatives to increase efficiency, productivity, compliance, and profitability • Comply with agency management system data standards and maintain complete and accurate information

🎯 Requirements

• Bachelor's Degree or equivalent combination of education and experience • Two (2) or more years of related work experience • Understanding of retirement plan types and operations • Knowledge of ERISA guidelines and regulations • Experience with small to mid-size (250+) clients • Professional designation (ASPPA, NIPA, etc.) or progress toward designation, preferred • Strong understanding of IRS & ERISA Regulations • Excellent interpersonal, relationship-building, negotiating, and problem-solving skills • Excellent verbal and written communication skills • Excellent presentation skills with the ability to communicate information to a broad audience • Exceptional attention to detail • Ability and motivation to work independently • Good leadership and time management skills • Good planning, organizational, and prioritization skills • Advanced analytical skills • Proficient in Microsoft Office products

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