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Experienced Plan Consultant

Randall & Hurley Inc

(Remote / Liberty Lake WA / Helena MT / Hybrid)

Randall & Hurley, Inc. is the largest TPA firm in the Inland Northwest and Montana, providing high-quality, high-touch retirement plan recordkeeping and administration. We are passionate about providing value to our clients and maintaining enduring relationships.

We are seeking an experienced retirement plan consultant to join our growing team!  Our Plan Consultants are responsible for all aspects of administration of qualified retirement plans and building and maintaining strong client and staff relationships.  This is a full-time position remote or hybrid - onsite in our Liberty Lake, Washington or Helena, Montana location.

DUTIES AND RESPONSIBILITIES

• Manages a client base.
• Assist in training new and existing staff.
• Building and maintaining relationships with brokers and advisors
• All related compliance testing (i.e., 401(a)(4), ADP/ACP, 410(b) etc.)
• Compile and review trust financial statements
• Contribution calculations
• Completion of annual nondiscrimination, coverage, and other compliance tests
• Prepare DC valuations, including allocating employer contributions under cross tested, pro-rata and integrated formulas.
• Completion of Form 5500 Series, 8955-SSA, and other required government filings
• Communicate directly with clients and their professional advisors regarding plan administration and consult on plan design.
• Review of participant loans and benefit payments
• Review Annual reports for other consultants.
• Keep current with regulatory environment and maintain CE requirements, as required.
• Ability to successfully organize, prioritize and manage multiple tasks simultaneously.

MINIMUM SKILLS AND REQUIREMENTS

• Professional designation (ASPPA, NIPA) preferred.
• Knowledge of retirement plan industry, ERISA, DOL & IRS regulations, and plan document issues
• Experience with Relius Administration, FT Williams and PensionPal, preferred.
• Experience in daily recordkeeping and trading environment
• Strong MS Office skills (Word, Excel & Outlook)
• Excellent interpersonal skills, diplomacy, and tact
• Commitment to excellence in client experience
• Dedicated team player
• Superior analytical skills
• Strong attention to detail

EDUCATION AND EXPERTISE

• Bachelor’s degree in actuarial science, Accounting, Finance, Mathematics, or related field
• Minimum of 5-7 years of administrative experience with defined contribution, defined benefit/cash balance plans.

PHYSICAL REQUIREMENTS

• Prolonged periods of sitting or standing at a desk and working on a computer.
• Ability to lift bulky client records, paper boxes, laptops, and computers.
• Licensed to drive a vehicle (and availability of a vehicle for business use when needed).

JOB TYPE

Full-Time/Exempt. Office hours are typically 8:00 am - 5:00 pm. Additional hours may be required during busy seasons and other times as needed.

COMPENSATION AND BENEFITS

Annual compensation is appropriate with experience ranging from $60,000 - $90,000. Excellent benefit package includes medical dental and vision insurance, life and disability insurance, PTO, and retirement plan.

How to Apply

To apply, please email your resume to klanger@randall-hurley.com.  Find more information at the link below.

Apply Now

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