Retirement Plan Consultant
Benefits
Unlimited PTO
Similar Jobs
See allRetirement Plan Consultant
Strongpoint Partners
US
Microsoft Excel
Senior Compliance Analyst Partner Integration, Monitoring & Testing
Mercer Advisors
US
Compliance
Auditing
MS Excel
New Plan Document Assistant
Strongpoint Partners
US
Compliance
Customer Service
Analytical Skills
Retirement Specialist
The Marmon Group LLC
North America
Microsoft Office Suite
Compliance
Project Management
Accountabilities:
- Prepare, review, and submit annual Form 5500 filings and related schedules while ensuring accuracy and compliance.
- Conduct annual nondiscrimination testing, including ADP/ACP, top-heavy, coverage, and other required compliance tests.
- Interpret and apply ERISA, IRS, and DOL regulations to support retirement plan administration decisions.
Requirements:
- 3–7 years of experience in ERISA compliance, nondiscrimination testing, and Form 5500 preparation.
- Hands-on experience with FT William software, including compliance and Form 5500 modules.
- Strong understanding of IRS and DOL regulations related to qualified retirement plans.
Benefits:
- Competitive annual salary range of $65,000–$75,000 depending on experience.
- Fully remote work environment with flexibility across U.S. time zones.
- Comprehensive benefits package including medical, dental, vision, life, and disability coverage.
Unknown
The partner company specializes in retirement plan compliance and administration services. It fosters a collaborative, remote culture with a focus on employee growth and work-life balance.