Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Retirement Account Manager

Fringe Benefit Group
(Remote / Austin TX)

Fringe Benefit Group logo

TPA Retirement Plan Consultant

EPIC RPS (TPA/DPS)
(Remote)

EPIC RPS (TPA/DPS) logo

Retirement Plan Consultant

July Business Services
(Remote)

July Business Services logo

Compliance Officer

New York City District Council of Carpenters Benefit Funds
(New York NY)

New York City District Council of Carpenters Benefit Funds logo

Retirement Plan Administrator

Retirement Solutions Specialists
(Remote / Jacksonville FL / Hybrid)

Retirement Solutions Specialists logo

Senior Specialist 401k Recordkeeping

T Bank N.A.
(Dallas TX)

T Bank N.A. logo

Defined Contributions Compliance Consultant

Loren D. Stark Company (LDSCO)
(Remote)

Loren D. Stark Company (LDSCO) logo

Defined Contribution Account Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Client Service Manager

July Business Services
(Remote)

July Business Services logo

Retirement Plan Relationship Manager

ERISA Services, Inc.
(Remote)

ERISA Services, Inc. logo

Regional Sales Director (West)

July Business Services
(CA)

July Business Services logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon

View All Jobs, Sorted by Date


Third Party Administration Consultant

Modern Wealth Management

in Remote / Overland Park KS / NY / Hybrid

TPA Consultant is a critical role within the Modern Wealth Team, responsible for administration work on various types of retirement plans. This position blends client facing activities with data centered work and is accountable for correct entry of client data, final calculations and preparation of valuations. In addition, this position requires presentation and review of final materials to clients, therefore proficiency in retirement plan design and administration is necessary.   

Company  

Modern Wealth Management is committed to positively impacting our clients’ financial health and never compromises its values. If you are someone that strives to make a difference in your clients’ financial future and enjoy working in a dynamic, fast-paced, goal-oriented, team environment, with opportunity for advancement, then this is the opportunity for you! 

Primary Duties  

  • Supporting a caseload of small/mid-size clients, handling correspondence and communication via phone, email, and/or in-person meetings. 
  • Managing a block of defined contribution retirement plans, requiring full administration duties including plan census collection, contribution calculations, nondiscrimination testing, trust accounting, account reconciliation, calculation of eligibility, vesting and other related administrative duties.   
  • Prepare and/or review qualified retirement plan documents, amendments and plan compliance testing utilizing approved software. 
  • Prepare and/or review Forms 5500 & 8955-SSA utilizing approved software. 
  • Review and scrub census data for accuracy and missing information. 
  • Calculate corrective distributions for testing failures, including associated earnings, along with Form 5330. Calculate lost earnings on late deposits of 401k deferrals and/or loan repayments. 
  • Collect/prepare and distribute required plan notices including but not limited to:  Safe Harbor, Qualified Default Investment Alternative, automatic enrollment and fee disclosures. 
  • Ensure that client needs, requests and challenges are addressed in a timely manner. 
  • Assist senior consultant with work with Actuaries on cash balance/DC combination plans. 

Qualifications  

  • Qualified 401(k) Administrator or Qualified 401(k) Consultant credentials 
  • 3+ years of experience working in TPA Plan Administration with responsibilities for book of business  
  • Proficient in Microsoft Word and Excel 
  • Strong oral and written communication skills  
  • Able to work independently and proactively  
  • Strong organization and analytical skills  
  • Strong attention to detail 

Preferred 

  • FtWilliam software experience  
  • ASPPA certification  

Salary/Benefits  

  • $65,000 – $75,000 annual base compensation 
  • Paid time off & paid holidays  
  • Health, Dental & Vision Insurance  
  • Company sponsored retirement plan  
  • Education & Professional Development Support   
  • Open to In Office, Hybrid or Remote 

How to Apply

To apply please follow the link to our LinkedIn posting.

Apply Now


A Verified Employer
Modern Wealth Management has trusted BenefitsLink to help reach qualified candidates for this opening.

View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2024 BenefitsLink.com, Inc.