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Compliance Consultant - DC Plans

Blue Chip Retirement Plans, Inc.

in Remote / WI

Logo for Blue Chip Retirement Plans, Inc.

Growing WI TPA is seeking seasoned Compliance Consultant to join our team. We are a specialty firm as we work up market compared to most TPA’s with a sizable number of our plans being large plan audit plans.  Established in 1999 Blue Chip administers 401(k), ESOPs, profit sharing and 403(b) plans for small to medium sized businesses. We have a great combination of high-level tenured Compliance Consultants and are looking to add another to our team.

The position will be remote, administering a block of approximately 70-85 plans.

Specific Qualifications:

  • Minimum of seven years industry experience in a TPA setting
  • Four Year college degree in accounting or similar
  • Extensive knowledge A-Z of non-discrimination & compliance testing
  • Fluid in understanding plan document provisions
  • Processing tax forms 5500’s, 5330’s, 1099R’s etc.
  • Plan implementation and conversions
  • Experience with (or exposed) to mergers / acquisitions & spinoffs
  • Trust accounting and asset reconciliation
  • Knowledge of Datair DC Win and Pension Reporter
  • Thorough understanding of MS Office; Excel, Word and Outlook
  • Familiarity of payroll contribution processing, including PDI uploads and payroll bridge
  • Correspondence with plan sponsor contacts, various recordkeepers and investment advisors
  • Work with CPA Auditors for large plan audit plans
  • ASPPA designation(s) a plus

 Specific Attributes:

  • Attention to detail is imperative
  • Ability to communicate effectively and in a professional manner
  • Manage multitasking priorities on a day-to-day basis
  • Work independently (we don’t micromanage)
  • Maintain a positive attitude and be team player
  • Have real input with internal procedural changes as needed (your opinion counts!)
  • Be initiative-taking with plan design changes when the opportunity presents itself

We provide a competitive compensation and benefits package, generous vacation time and PTO, along with paid continuing education. We have negligible employee turnover which our plan clients, investment advisors and industry institutional partners see tremendous value in that aspect of our firm. Blue Chip is successful because of the dedication and work ethic of our current associates. If you fit this profile and are looking for a change, we would like to hear from you.

How to Apply

Interested candidates should send their resume in confidence to

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