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Retirement Plan Consultant

Carpenter Morse Group

in Remote

Logo for Carpenter Morse Group

Plan Consultant

This is a position with a high salary compensation opportunity for those who are looking for remote work. We are looking for a Team Member with a substantial amount of years in this industry in order to achieve the asking salary that we are willing to offer. Please see our job description below. We are looking for a plug-and-play type of valued Team Member that will benefit a work/life balance with our salary offer.

Daily 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.
  • 4+ years of retirement plan administration experience
  • 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 after October 15th deadline
  • 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

To apply, please email your resume to bmorse@carpentermorsegroup.com.


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