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Plan Consultant

Blue Chip Retirement Plans, Inc.

(Remote)

Growing Midwestern TPA is seeking high level Plan Consultant to join our team. Established in 1999 Blue Chip administers 401(k), ESOPs, profit sharing and 403(b) plans for small to medium sized businesses. We have a great combination of high-level tenured Compliance Consultants and are looking to add another to our team.

The position will be remote, administering a block of approximately 70-75 plans.

Specific Qualifications:

• Minimum of five years administration experience in a TPA setting
• Knowledge of Datair pension system (required) and Ft William document system
• Knowledge of PensionPal data base system a plus
• Nondiscrimination testing; ADP, ACP Top Heavy, 410(b), 401(a), 402(g), etc.
• Process tax forms 5500’s, 5330’s, 98955’s, 1099R’s etc.
• Work with different recordkeepers, i.e. Empower, American Funds John Hancock Principal, etc.
• Trust accounting, financial statements and asset reconciliation
• Proficient with Office; Excel, Word and Outlook
• Correspondence with plan sponsor contacts, various recordkeepers and investment advisors
• Understanding of Secure 2.0 Act provisions

Specific Attributes:

• Attention to detail
• Ability to communicate effectively and in a professional manner
• Manage multitasking priorities on a day-to-day basis
• Work independently
• Maintain a positive attitude and be team player

Benefits:

• We cover 80% for employees and 50% for dependents for Medical, Dental and Vision.
• 401(k) with SH contributions.
• Generous Open PTO policy.
• Life insurance.
• Flexible spending.
• HSA.
• Fun employee appreciation and team building events.
• Great company culture.

Salary considerations depend upon experience.  

How to Apply

Interested candidates can email resume to chip@bluechiprps.com.

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