Senior Plan Consultant – Defined Benefits

🔥 3 minutes ago

🇺🇸 United States – Remote

💵 $65k - $85k / year

⏰ Full Time

🟠 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

• Complete annual nondiscrimination testing and Form 5500 filings for defined benefit retirement plans • Perform nondiscrimination, coverage, and top-heavy testing for defined benefit plans up to 250 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 regarding testing results, funding obligations, and necessary corrective actions • Prepare IRS Form 5500 and related schedules, including Schedule SB and actuarial attachments • Support plan audits by preparing financial and actuarial documentation, including asset and liability reconciliations • 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

• 5–10 years of experience in defined benefit or retirement plan administration (preferred) • Ability to read and understand complex documentation related to defined benefit plan design, funding, and compliance • Knowledge of basic accounting principles and ability to apply them to reconcile defined benefit plan assets and liabilities • Experience with FTWilliam.com software (preferred) • Willingness to pursue professional certifications such as the QPA or QKA through ASPPA • Ability to reconcile trust statements and actuarial reports to plan assets and contribution schedules • Intermediate proficiency in Microsoft Excel, including formulas, pivot tables, and reconciliation templates • Adaptability and eagerness to learn and grow in a collaborative and evolving work environment • Self-starter with strong problem-solving skills and ability to work independently • Ability to manage priorities and meet IRS and DOL regulatory deadlines, particularly during peak seasons • Strong interpersonal, written, and verbal communication skills • Excellent attention to detail, with a focus on accuracy in data and reporting • Basic customer service skills and ability to explain complex issues to clients clearly and professionally • Uninterrupted virtual workspace during business hours • 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 • Fully remote work arrangement • Professional certifications such as QPA or QKA through ASPPA may be pursued