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DB Retirement Plan Consultant

EGPS, Inc.

in Laguna Hills CA / San Diego CA / New York NY / Jacksonville FL / Telecommute

EGPS, Inc.

We have immediate openings in our various offices for candidates that have experience performing these duties:

  • Manage and complete all aspects of administration of a caseload consisting of Defined Benefit Plans (80-100).
  • Analyze provisions in plan documents to ensure compliance with IRS and DOL regulations.
  • Confirm and analyze census information, determine eligibility, key, and highly compensated employees and input data.
  • Calculate employer contributions including related nondiscrimination testing, coverage testing and other compliance requirements for more complex plans.
  • Allocate employer contributions after considering top-heavy status, deductibility limits, and impact of forfeitures.
  • Identify and communicate non-compliance issues to clients and make recommendations for correction.
  • Identify issues related to fiduciary responsibilities, such as adequate bonding, impact of nonqualified assets on bonding, and prohibited transactions.
  • Allocate gains and losses on pooled and individual accounts.
  • Evaluate takeover plans and identify compliance issues.
  • Review pension trust accounting reports for accuracy.
  • Prepare client reports and confirm accuracy of data.
  • Communicate issues and recommendations for resolution to client.
  • Review plan to make recommendations to client to maximize tax advantages or other benefits.
  • Assist clients in establishing policies and procedures to communicate plan benefits to their employees.
  • Support DOL, IRS and Account Audits, as needed.

Knowledge/Skills/Education required:

  • Competence in all areas of Defined Benefit Plan administration
  • Comprehensive and increasing understanding of complex plans.
  • Sound knowledge of compliance requirements regarding employer contribution calculations, deduction limits, contribution deposit deadlines, top heavy determination, coverage testing, controlled groups and annual additions limitations.
  • Knowledge of all aspects of distributions
  • Understanding of IRS filing requirements and deadlines for qualified plans.
  • Understanding of methods for researching DOL, IRS and other related regulations and procedures.
  • Ability to effectively communicate, both in writing and orally, with a wide range of outside contacts in a professional manner.
  • Maintain a positive attitude when addressing client questions and problems.
  • Ability to work under pressure of deadlines and demanding clients.
  • Work with minimal supervision.
  • Good organizational skills and ability to set priorities consistent with Service Standards.
  • Adjust priorities with changes in the annual business cycle of pension administration.
  • Analytical and critical-thinking skills.
  • Detail orientation.
  • Excellent Interpersonal skills
  • Demonstrates initiative.
  • Good judgment.
  • Software Skills: MS Office 2007--Excel, Word, Outlook; Datair, FT Williams, CMS, Adobe Acrobat

Minimum of two to five years of Defined Benefit pension administration experience requiring critical thinking, analysis, detail orientation, customer service and/or two to four years of college classes including accounting, math, and communications.

*We will consider a remote position as well for the right candidate.

Visit our website: https://egps.com

How to Apply

Please email your resume to HR@egps.com.


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