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Retirement Plan Consultant - 401(k) and/or DB

Compensation Planning Inc.

in Remote / Warwick RI

Logo for Compensation Planning Inc.

Do you have a love of learning, problem solving, and helping others? If so, you should strongly consider joining our team of 15, with the only reason anyone has left in the past 15 years being due to retirement. We are a boutique third-party administration firm specializing in 401(k) and DB/Cash Balance plan design and administration for almost 1,000 small businesses. We have been in business for almost 50 years and have a great local reputation. About 1/4 of our staff are full-time remote employees, with many others working a hybrid model. We are looking to add a detailed, analytical, self-motivated, and client-oriented candidate that is ready to manage a caseload of small employer 401(k) plans, learn how to also combo test with defined benefit/cash balance plans (if not already comfortable), and have a quick potential growth path if desired into a new business consulting and/or managerial role if demonstrated excellence.

RESPONSIBILITIES OF THE POSITION

  • Performing compliance testing, including Top Heavy, ADP/ACP, 401(a)(4), and 410(b)
  • Calculation of contributions including matching, safe harbor, and profit sharing (cross-tested)
  • Calculating minimum required, recommended, and maximum allowable DB plan contributions (can be taught)
  • Accrual-based trust accounting and asset reconciliation (most plans on record-keeping platforms)
  • Allocation of earnings for small amounts of pooled and FBO accounts
  • Preparation of 5500-SF and other government forms
  • Other team members are assigned the tasks of preparing/processing distributions as well as drafting plan documents, so this does not fall on administrators/plan consultants.
  • Interpreting plan documents and provisions
  • Promptly replying professionally via phone and email to questions from assigned 80+ clients
  • Remaining up-to-date with current legislation and proposed legislative changes related to retirement plans through self-study and webinar training
  • Assist with other tasks and projects as assigned

REQUIRED EXPERIENCE AND SKILLS

  • Working knowledge of ERISA, IRS, and DOL regulations
  • Strong verbal and written communication skills, with an emphasis on customer service
  • Excellent analytical capabilities, with great attention to detail
  • Ability to solve problems efficiently while being innovative and creative alone or in a team
  • Strong organizational skills: track tasks, set goals, and prioritize in a fast-paced environment
  • Proficient in the use of Excel, Word, Outlook, and Adobe PDF
  • ASPPA or NIPA designation – preferred, but not required
  • Experience with Defined Benefit/Cash Balance Plans – preferred, but not required
  • Experience with Datair Pension software – preferred, but not required
  • Minimum of 4+ years’ experience working for a TPA firm – STRONGLY preferred

This position requires extended work hours during peak periods (January to April) beyond the normal 37.5 hour work week. This can be a fully remote position OR in-person/hybrid in Rhode Island.

Competitive salary commensurate with experience. Full benefits package, including paid holidays and vacation, health, disability and life insurance, educational reimbursement, and generous HSA and 401(k) contributions. ½ day Fridays in the Summer are popular. Free snacks and tax-season meals for those in the office are also a plus.

How to Apply

If you want to join some fellow pension nerds and join a caring and fun team please visit our website to upload your resume and cover letter. We look forward to hearing from you to start a conversation to see if we would be a good mutual fit.

Apply Now


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Compensation Planning Inc. has trusted BenefitsLink to help reach qualified candidates for this opening.

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