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DC Pension Consultant

Moss, Luse & Womble, LLC

(Remote)

Job Summary

This is a new, fully remote position due to growth.  The Pension Consultant is a key compliance and technical resource responsible for administering and supporting employer-sponsored retirement plans. Training is provided to acquire expertise in plan testing, contribution calculations, and government filings. The Plan Consultant collaborates with internal teams and clients to ensure retirement plans are operated in full compliance with IRS, DOL and ERISA regulations.

Key Responsibilities

• Administration of a shared caseload of primarily small safe harbor plans.
• Prepare (and/or review, based on experience) valuations and compliance testing pursuant to ERISA guidelines and IRS procedures.
  • Calculate plan contributions to optimize tax savings while passing required testing.
  • Perform additional required testing, such as General Testing (401(a)4), etc.
  • Prepare earned income calculations, as necessary.
  • Prepare asset reconciliations, including trust accounting, as necessary.
• Prepare (and/or review, based on experience) necessary government filings pursuant to IRS/DOL guidelines and requirements, included but not limited to Forms 5500, 5330, and 8955-SSA.
• Analyze plan documents and proactively recommend changes to accommodate client needs.
• Assist plan sponsors with the plan termination process.
• Provide quality communication with the plan sponsor, advisors, and accountants.
• Prepare preliminary design studies and projections for prospective clients.
• Support planners to provide superior client service.

Qualifications

• Minimum of 3-5 years of experience in defined contribution administration.
• In-depth knowledge of IRS, DOL and ERISA regulations.
• Proficient skills with Excel, Word, and Adobe Acrobat.
• Ability to work under pressure and prioritize work based on deadlines.
• Strong analytical and mathematical skills.
• Excellent written and verbal communication skills.
• Meticulous attention to detail and accuracy.
• Ability to work with minimal day-to-day supervision.
• Authorized to work in the United States without employment visa sponsorship.

Desired but not Required

• ASPPA or IRS industry-specific designations or willingness to attain them.
• Working knowledge of FT William.
• Experience with cash balance plans.

About the Company

Moss, Luse & Womble specializes in providing personalized financial planning and accounting services designed specifically for dental professionals across the nation. Recognized as experts in the dental field, the firm focuses on helping clients secure their financial future while they focus on their passion. With a commitment to excellence, Moss, Luse & Womble supports clients in achieving both professional and personal success. The firm prioritizes customized solutions that reflect the unique needs of each practice and individual client.

Compensation and Benefits

Salary range $60,000 - $80,000.

Moss, Luse & Womble considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate’s experience, education, certification/credentials, market data, internal equity, and geography. Moss, Luse & Womble makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level.

You'll enjoy working for us for a number of reasons! Below are just a few of our benefits:

• Medical, Dental and Vision coverage.
• 401(k) with SH contributions.
• HSA.
• Continuing education/training.
• Fun employee appreciation events.
• Great company culture.

How to Apply

To apply, please email your résumé to pensionsupport@mlwfinancial.com.

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