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Retirement Plan Analyst

M2B Retirement Consulting LLC

(Remote / PA)

M2B Retirement Consulting, located just north of Pittsburgh, PA, provides full-service retirement plan design, consulting, and administration to businesses of all sizes.  Our administrative and compliance services include both defined contribution as well as defined benefit plans.  Additionally, we offer highly specialized ESOP services, a complete suite of 403(b) services, and value-added consulting, administration, and actuarial certification for traditional defined benefit plans, offset plans, and cash balance design.

M2B was formed in 2016 by the founding partners with more than 70 years of collective experience in the retirement plan industry.  M2B has a solid reputation for providing “white glove” service, which is evident by the rapid growth of the company over the past eight years.  To continue providing the highest level of quality work and customer service to our clients and referral partners, we’re looking to add an experienced administrator to join our defined contributions team!

As a Retirement Plan Analyst for M2B, your responsibilities will include all aspects of plan administration for an assigned book of business.  The caseload will be comprised of plans of various sizes and complexities but be commensurate based on experience.  This position works as a member of a team with a dedicated Senior Consultant.

Responsibilities:

• Review and scrub census data for accuracy and missing information
• Perform all applicable compliance testing (including ADP, ACP, 410(b), 401(a)(4), top-heavy) and administer retirement plans in accordance with ERISA
• Address testing issues and recommend possible plan design changes
• Prepare contribution projections, calculations, and non-discrimination testing – including allocation of employer contributions/forfeitures based on plan provisions and/or testing requirements
• Calculate corrective distributions for testing failures, including associated earnings, along with Form 5330
• Calculate lost earnings on late deposits of 401(k) deferrals and/or loan repayments
• Navigate various recordkeeper website to access reports and review transactions
• Reconcile plan- and participant-level transactions on an accrued basis
• Produce valuation reports and review results for accuracy before passing to Management for final review
• Prepare IRS Form 5500 and related Schedules using appropriate Government Forms software
• Support auditors for large plan audits by gathering requested reports and transaction detail
• Understand and interpret defined contribution plan documents
• Review distribution and loan requests to determine if in good order or if additional information is needed
• Research plan-related issues and corrective measures
• Work directly with Senior Consultant and other team members on a daily basis to ensure timely completion of caseload

Qualifications:

• Bachelor’s degree in math, finance, or related field preferred
• Minimum of two (2) years of experience in the retirement plan industry
• Experience in qualified defined contribution plan administration, including ERISA and IRS/DOL rules and regulations
• ASPPA credentials preferred
• Knowledge of Ft. Williams compliance software is preferred
• Proficient with Microsoft Office products
• Strong communication skills, both written and verbal
• Strong attention to detail and ability to manage multiple projects and meet deadlines
• Ability to work and thrive in a team environment approach

Salary/Benefits:

1. Competitive salary with PTO and paid holidays
2. Health/dental/vision insurance
3. Life insurance
4. Company-sponsored retirement plan
5. Educational support for ASPPA certifications, on-going CE, and membership renewals
6. Remote, work-from-home position (40 hours/week)
7. Advancement and growth opportunities available

How to Apply

Qualified candidates can apply through our website or email their resume to Molly Balkey at mbalkey@m2b-retirement.com.

Apply Now

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