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Retirement Plan Consultant

Pinnacle Plan Design

(Remote / Phoenix AZ)

Pinnacle Plan Design is growing! We are looking for a proactive and motivated Retirement Plan Consultant to join our team! You'll get the chance to work with some of the best and brightest in our industry. We are all about our people. Take a look around, you'll see our employees agree!

Essential Duties

• Preparation and review of annual reporting and use of judgement required on qualified defined contribution and/or defined benefit plans including:
• Review and Interpret the plan document specifications and apply to the employee/participant;
• Prepare and review optimum contribution allocation;
• Review Reconciled trust accounts to plan accounts;
• Perform and Review non-discrimination testing (combined plan where applicable);
• Calculate minimum required contribution, maximum deductible and recommended contribution for the DB plan;
• Calculate maximum benefits (415(b)) as needed;
• Prepare IRS Forms 5558, 5330, and 5500 (including Schedule SB) and, from time to time, Forms 5307 and 5310;
• Prepare PBGC Forms;
• Calculate required minimum distributions;
• Prepare excel testing and contribution file for comparison to pension software file output;
• Identify highly compensated and key employees and assure minimum allocations to non-highly compensated and non-key employees are met;
• Review distribution and loan disclosures and paperwork based upon plan provisions;
• Review draft amendments and plan documents;
• Utilize and maintain database fields tracking plan provisions, contact info, receipt of client data, and updated client information;
• Communicate with client, accountant, attorney and investment advisor on plan related issues. Develop relationships with clients to establish long-term working relationships;
• Track data received and not received and follow up with related parties to receive data. Maintain responsibility of client caseload management;
• Review of participant disclosures and notifications;
• Identify potential plan redesign opportunities, potential prohibited transactions; and
• Other duties as assigned.

Knowledge, Skills and Abilities

• Knowledge of IRS/ERISA regulations and funding methods;
• Proficient in using Microsoft Office products and other technology to complete tasks. DATAIR experience helpful
• Professional designation (such as ASPPA QKA, NIPA APA, EA, etc);
• Demonstrated ability to determine benefits and benefit limitations, determine required funding, prepare actuarial valuations and perform non-discrimination testing (with heavy emphasis on combined plan testing);
• Demonstrated ability to multi-task, meet deadlines, and work in a fast-paced environment to create high-quality products and solutions to be reviewed by Senior Managers/Actuaries/Owners;
• Demonstrated technical knowledge and interpersonal communication skills needed to effectively and diplomatically review others' work;
• Demonstrated ability and willingness to take full responsibility for assigned client plans, completing work in a timely manner, communicating with clients, collaborating with colleagues, and proactively resolving issues;
• Demonstrated ability to analyze situations and attend to detail to ensure quality

Education and Experience Requirement

• A High School Diploma or GED required; Bachelor's degree strongly preferred;
• Professional designation (such as ASPPA, NIPA) required (for example, QKA, QPA, APA, EA, ERPA, CPC); or willingness to obtain designation within 3 years of employment
• Minimum 3 years' experience in third party administration
• Defined contribution plan administration and/or
• Defined benefit plan administration

How to Apply

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