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Experienced Plan Consultant

Randall & Hurley Inc

in Helena MT

Experienced Plan Consultant

JOB SUMMARY

Randall & Hurley is the largest TPA firm in the Inland Northwest and Montana, providing high-quality, high-touch retirement plan recordkeeping and administration. We are passionate about providing value to our clients and maintaining enduring relationships.

We are seeking an experienced Senior retirement plan consultant responsible for all aspects of administration of qualified retirement plans and building and maintaining strong client and staff relationships.  This is a full time onsite position in our Helena Montana office.

RESPONSIBILITIES

  • Manages a client base
  • Assist in training of new and existing staff
  • Building and maintaining relationships with brokers and advisors
  • All related compliance testing (i.e. 401(a)(4), ADP/ACP, 410(b) etc.)
  • Compile and review trust financial statements
  • Contribution calculations
  • Completion of annual nondiscrimination, coverage, and other compliance tests
  • Prepare DC valuations, including allocating employer contributions under cross tested, pro-rata and integrated formulas
  • Completion of Form 5500 Series, 8955-SSA, and other required government filings
  • Communicate directly with clients and their professional advisors regarding plan administration and consult on plan design
  • Review of participant loans and benefit payments
  • Review Annual reports for other consultants
  • Keep current with regulatory environment and maintain CE requirements, as required
  • Ability to successfully organize, prioritize and manage multiple tasks simultaneously

MINIMUM REQUIREMENTS

  • Minimum of 5-7 years of administrative experience with defined contribution, defined benefit/cash balance plans
  • Professional designation (ASPPA, NIPA) preferred
  • Bachelor's degree in Actuarial Science, Accounting, Finance, Mathematics or related field
  • Knowledge of retirement plan industry, ERISA, DOL & IRS regulations, and plan document issues
  • Experience with Relius Administration, FT Williams and PensionPal, and BillQuick preferred
  • Experience in daily recordkeeping and trading environment
  • Strong MS Office skills (Word, Excel & Outlook)
  • Excellent interpersonal skills, diplomacy and tact
  • Commitment to excellence in client experience
  • Dedicated team player
  • Superior analytical skills
  • Strong attention to detail

Full-Time / Exempt. Office hours are typically 8:00 am - 5:00 pm. Additional hours may be required during busy seasons and other times as needed.

COMPENSATION AND BENEFITS

Compensation is competitive and commensurate with experience. Excellent benefit package includes medical, dental and vision insurance, life and disability insurance, PTO, and retirement plan.

How to Apply

Send your resume and cover letter to klanger@randall-hurley.com


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