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Forrestall CPAs, LLC
(Buford GA)

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Senior Plan Consultant

Jocelyn Pension Consulting

in Telecommute / San Rafael CA / Boulder CO

Jocelyn Pension Consulting

Jocelyn Pension Consulting, LLC (JPC) is an independent consulting firm that provides professional advice and local support to customize 401(k) Plan solutions for small- to medium-sized businesses. JPC carefully selects clients and manages growth so it can continue to provide superior customer service. JPC strives to provide solutions that last for the life of its clients’ 401(k) plans, resulting in almost zero client turnover. JPC’s offices are located in Boulder, Colorado and the San Francisco Bay Area.

We are searching for a Plan Consultant, who will provide full client services to a designated segment of Plan Sponsor clients, including day to day communication and management of their workflow and project deadlines. Our Consultant team is supported by our Operations, Participant / Client support, and Plan Documents Team.  This is a great opportunity for a motivated candidate who wants to support all sides of a growing financial services firm. This individual must have strong project management skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

  • Provide timely, superior customer service, including problem solving and issue resolution for a caseload of 50-70 retirement plan clients
  • Maintain client relationships with a high client retention rate
  • Responsible for all aspects of valuation reports, participant statements and annual testing
  • Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g)
  • Provide effective verbal and written communications in a clear, concise, and informative manner
  • Assist Plan Documents Team with plan design and document questions, including understanding IRS and Department of Labor regulations
  • Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
  • Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
  • Assist Operations Team with payroll processing and compliance questions
  • Review participant distribution and loan requests and assist Distribution and Loan Team with all compliance related questions for distributions and loans
  • Review, prepare, and help ensure timely filing of Form 5500’s for each client
  • Assist auditors if a plan is subject to annual audit
  • Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit

QUALIFICATIONS and/or EXPERIENCE

  • Between 5 - 10 years of 401(k) plan administration experience
  • Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
  • ASPPA and/or NIPA credentials
  • Excellent verbal, written, analytical, organizational skills and keen attention to detail
  • Excellent customer service skills
  • Strong math and / or accounting skills
  • Strong initiative, integrity, self-motivation, and results orientation
  • Strong analytical and problem solving skills
  • Sungard Relius and / or Schwab RT experience preferred
  • Strong MS Office experience, especially Excel and Word
  • College degree

COMPENSATION / BENEFITS

  • Fast paced, small company environment
  • Competitive pay
  • Competitive retirement, healthcare, and other benefits
  • COVID-19 considerations:  all employees are currently working remote.  When it is safe to return to the workplace, it is preferred that candidate can commute to Boulder, CO or San Rafael, CA office at least two days a week.

How to Apply

Please email Resume and Cover Letter to careers@jocelynpension.com


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