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Retirement Plan Analyst

M2B Retirement Consulting LLC

in Remote / Wexford PA

Logo for M2B Retirement Consulting LLC

Create your career destiny with this Pittsburgh based TPA Firm. M2B Retirement Consulting LLC is a Pittsburgh area-based company with the opportunity to work remotely from your current location. The position offers a competitive compensation package along with medical, dental and vision insurance and participation in a 401(k) Plan.

M2B provides full-service retirement plan design consulting and administration for businesses of various sizes and design types. These plans could range in size from owner-only businesses to companies with thousands of employees and anything in between.

M2B is committed to optimizing plan design and operation for our clients and offer both defined contribution as well as defined benefit plan design, document, and administrative services. Additionally, we offer highly specialized ESOP services, a complete suite of 403(b) of services and value-added consulting, administration, and actuarial certification for traditional defined benefit plans, offset plans, and cash balance design.

We are looking for a Retirement Plan Analyst to join our team!

Responsibilities:

  • Work with all levels of client companies to ensure compliance with all regulations and to maximize the overall retirement benefit plan
  • Perform compliance testing and administer retirement plans in accordance with ERISA
  • Consult with clients and recommend possible plan design changes
  • Work directly with business owners, financial advisors, and other professionals
  • Prepare contribution calculations, non-discrimination testing and prepare IRS Form 5500
  • Provide periodic valuations and contribution calculations
  • Support auditors for large plan audits
  • Manage multiple projects while working in a fast-paced environment

Qualifications:

  • Bachelor’s degree in math, finance, or related field
  • Minimum of three (3) years of experience in the retirement plan industry
  • Extensive background in qualified defined contribution plan administration, including ERISA and IRS/DOL rules and regulations
  • ASPPA credentials strongly preferred
  • Knowledge of Ft. Williams compliance software is preferred
  • Proficient with Microsoft Office products
  • Strong communication skills, both written and verbal

Salary/Benefits:

  1. Competitive salary with PTO and paid holidays
  2. Health/dental/vision insurance
  3. Company-sponsored retirement plan
  4. Educational support for ASPPA certifications and on-going CE
  5. Advancement and growth opportunities available

How to Apply

Qualified candidates can email their resume to Meredith McCaskey at mmccaskey@m2b-retirement.com.


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