Plan Consultant I – DB

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $60k - $72k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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PCS Retirement

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

📋 Description

• Perform nondiscrimination, coverage, and top-heavy testing for defined benefit plans up to 100 participants in accordance with documented procedures and IRS regulations • Calculate annual required and discretionary employer contributions based on actuarial valuations and funding requirements • Identify and calculate corrective actions for testing failures or contribution errors in compliance with IRS correction programs such as EPCRS • Consult with plan sponsors and advisors to explain testing results, funding obligations, and necessary corrective actions • Assist in preparing IRS Form 5500 and related schedules, including Schedule SB, for defined benefit plan filings • Gather and reconcile historical and current plan data during plan conversions, mergers, or terminations • Collaborate with advisors, actuaries, auditors, and plan sponsors on plan design, funding contributions, and Form 5500 reconciliation • Ensure compliance with internal deadlines and regulatory filing requirements • Perform other duties related to defined benefit plan administration and compliance as assigned

🎯 Requirements

• 2–3 years of experience in defined benefit or retirement plan administration (preferred) • Ability to read and understand documentation related to defined benefit plan design, funding, and compliance • Experience with FTWilliam.com software (preferred) • Willingness to pursue professional certifications such as the QPA, QKA, or CBS through ASPPA, or Society of Actuary and Enrolled Actuary exams • Strong interpersonal, written, and verbal communication skills • Self-starter with strong problem-solving skills and the ability to work independently • Basic customer service skills, with the ability to explain complex issues to clients clearly and professionally • Uninterrupted virtual workspace for remote work • Family care in place during business hours • Internet speed of 50 MBps or better for individual use

🏖️ Benefits

• 401(k) match • Medical insurance • Dental insurance • Vision insurance • Life insurance • Short-term disability insurance • Long-term disability insurance • Paid time off • Reasonable accommodation for individuals with disabilities • Remote work arrangement

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