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Plan Consultant

Carpenter Morse Group Inc.

in Remote / Longwood FL

Logo for Carpenter Morse Group Inc.

Daily Remote Responsibilities Include:

  • Daily communication with Plan Sponsors via email, phone calls and GoToMeetings
  • Eligibility Determination
  • Contribution Calculation
  • Annual compliance testing including ADP/ACP, 410(b), 401(a)(4) and top heavy non-discrimination testing
  • Preparation of Forms 5500-SF and 8955-SSA
  • Reconciliation of trust assets
  • Plan Document amendments and restatements as needed

Position Requirements:

  • Ability to communicate effectively all compliance matters including eligibility, testing results and plan design with Plan Sponsors, financial advisors and CPAs.
  • 3+ years of retirement plan administration experience
  • Proficiency in Relius Administration software
  • Ability to work independently with management review and support
  • Deadline oriented with excellent time management
  • High degree of organization and attention to detail

Benefits Include:

  • Competitive salary
  • Telecommute arrangement available with flexible hours
  • 12:00 Early Fridays awarded for completion of team goals
  • Health Insurance including medical, vision and dental
  • 401(k) Plan with Safe Harbor Enhanced Match
  • Vacation and regular increases to PTO with service

How to Apply

Please send your application to bmorse@carpentermorsegroup.com


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