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Senior Retirement Plan Analyst – Defined Contribution Plans

M2B Retirement Consulting LLC

(Remote / Wexford 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 and continuous growth of the company over the past nine years.  We are committed to providing the highest level of quality work and customer service to our clients and referral partners, and we’re looking for another Senior Analyst to join our team!

Responsibilities:

• Perform all applicable compliance testing (including ADP, ACP, 410(b), 401(a)(4), top-heavy) and administer retirement plans in accordance with ERISA
• Consult with clients and recommend plan design changes, as applicable
• Work directly with business owners, financial advisors, accountants, and other professionals to address questions/resolve issues in a timely manner
• Prepare contribution calculations, non-discrimination testing, and IRS Forms 5500, 5558, 5330
• Provide periodic valuations and contribution calculations
• Support auditors for large plan audits
• Manage distribution requests for an assigned book of business to ensure timely review and approval
• Calculate required minimum distributions
• Research complex plan-related issues and corrective measures
• Understand and interpret defined contribution plan documents
• Assist with oversight/review of administration prepared by junior Analysts
• Adhere to M2B timeline standards for returning phone calls and emails

Qualifications:

• Bachelor’s degree in math, finance, or related field preferred
• Minimum of five (5) years of experience in the retirement plan industry
• Extensive background in qualified defined contribution plan administration, including ERISA and IRS/DOL rules and regulations
• ASPPA credentials strongly preferred
• Knowledge of Ft. Williams compliance software is required
• Experience with PensionPro or similar workflow management system is preferred
• Proficient with Microsoft Office products
• Strong communication skills, both written and verbal
• Strong attention to detail and ability to manage multiple projects in a fast-paced environment

Salary/Benefits:

1. Competitive salary with PTO and ten (10) paid holidays
2. Health/dental/vision insurance
3. Life insurance
4. Company-sponsored retirement plan
5. Educational support for ASPPA certifications and on-going CE
6. Remote, work-from-home position (40 hours/week)
7. Advancement and growth opportunities available

How to Apply

Qualified candidates can email a resume to Molly Balkey at mbalkey@m2b-retirement.com or submit an application through our website.

Apply Now

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