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Retirement Plan Compliance Consultant

TSC

in Edina MN

TSC, a leading Twin Cities-based retirement plan consulting and administration firm, is seeking to add another Retirement Plan Compliance Consultant to its Compliance Department.   Our ideal candidate is a self-motivated person who also enjoys working in a collaborative team environment.  Significant retirement plan experience is a plus, but we will consider anyone with a compliance background and a demonstrated interest in the retirement plan field.     

In this position you will:

  • Draft plan documents and amendments for 401(k) / profit sharing, 403(b), traditional defined benefit, and cash balance plans
  • Provide technical and compliance support and training for clients, referral sources, and members of the TSC team
  • Draft regulatory compliance materials including participant disclosures and notices
  • Assist in preparing communications and articles for clients,  referral sources, and marketing/newsletter periodicals
  • Prepare IRS and DOL filings including submissions under the IRS Voluntary Correction Program
  • Assist in developing internal policies and procedures  
  • Review and respond to qualified domestic relations orders on behalf of TSC clients
  • Monitor legal and regulatory changes likely to have an impact on TSC clients

Excellent written and verbal skills, a commitment to customer service, and the ability to manage multiple and changing priorities and deadlines are expected.  A strong working knowledge of qualified retirement plan compliance, familiarity with retirement plan document drafting, legal training or background, and ASPPA / NIPA certifications are desirable.

Since 1966, TSC has been helping businesses by providing and implementing solutions for their retirement plan needs.  We are an employee-owned company with a proud tradition of offering outstanding customer service.  We offer 401(k), ESOP, HSA, section 125, medical, and dental plans.  While local remote applicants who can periodically report to TSC’s office may be considered, preference will be given to candidates able to work at TSC’s Twin Cities office in Edina, MN.

How to Apply

If this position sounds like a good fit for you, please email your resume to juhls@tsc401k.com.


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