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Retirement Plan Consultant

401k Industry Matchmakers - CPS Inc

in Remote / Chicago IL / CA / CO / FL / IN / KY / OH / PA / TX / WA / WI

Who are we? What do we do?

401k Industry Matchmakers - CPS Inc is one of the largest and most successful search firms that specializes in the retirement industry. We work with professionals in the qualified plan industry. 

We focus on placing qualified candidates in the areas of:

  • 401(k) Plan Administrators & Consultants 
  • Pension Actuaries
  • Defined Benefit Administrators

What are we looking for?

The Retirement Plan Consultant will act as the single point of contact for a group of existing Retirement Plan Services clients. Ideally, the right candidate will be familiar with all aspects of plan administration including required testing, Form 5500 preparation, and plan design, and regulations related to the retirement plan.

Salary range $60,000-$100,000+, commensurate to experience. 
 

Responsibilities

The Retirement Plan Consultant will act as the single point of contact for a group of existing Retirement Plan Services clients. Ideally, the right candidate will be familiar with all aspects of plan administration including required testing, Form 5500 preparation, plan design, and regulations related to the retirement plan.
 

  • Performs non discrimination and other testing and providing strategic alternatives for correction of failures and presents options to improve future non discrimination test results.
  • Prepares signature ready Forms 5500 and other government fillings.
  • Effectively communicates the necessary regulatory information and testing requirements to clients in a way that can be easily understood by individuals who are not in the business.
  • Reviews, interprets and maintains the legal plan documents in order to assist clients in ensuring plan compliance with current IRS/DOL regulations.
  • Remains current with the laws and regulations for retirement plan administration.
  • Works with internal associates, clients, and vendors to ensure accurate and timely response to all outstanding client/plan issues

Desired Skills And Experience

  • ASPPA/NIPA Credentials are always appreciated
  • Experience with Relius, ASC, Datair, FTWilliams or PensionPro are a plus
  • Excellent customer service skills including the ability to manage client expectations and provide follow-up.
  • Advanced working knowledge and understanding of retirement plan administration and associated regulations and IRS tax rules.

How to Apply

If interested in being matched to a suitable position, please email your resume e to asolayman@cps4jobs.com 


A Verified Employer
401k Industry Matchmakers - CPS Inc has trusted BenefitsLink to help reach qualified candidates for this opening.

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