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Senior Plan Consultant

Retirement Planning Services, Inc.

in Greenwood Village, CO / Telecommute

The Senior Plan Consultant will be responsible for managing the compliance and administration work required of 401(k), profit sharing and cash balance plans, and delivering the results to clients in a professional manner.  The Senior Plan Consultant must have years of demonstrated experience in the retirement industry, and have proven efficiencies in the requirements of qualified plan administration.

The key responsibilities of this position include:

  • Building and maintaining relationships with clients and advisors
  • Performing and reviewing the compliance work for qualified plans, including ADP / ACP testing, general nondiscrimination testing, cross-testing, defined benefit restrictions analysis, deductibility analysis
  • Ensuring all assigned plans meet client set and regulatory deadlines
  • Consulting with clients and advisors to resolve issues
  • Completing and reviewing the government forms required of qualified defined contribution and defined benefit plans
  • Assigning tasks to support team and verifying accuracy of support team’s work
  • Managing all administration tasks for the assigned plans, including: testing, distributions, refunds, government filings, notices, disclosures, and plan documents

In addition to the industry specific competencies identified above, the person who will be most successful in this role will possess an attitude of always willing to help out. This attitude includes the following characteristics:

  • Believes in teamwork and works well in that environment
  • Never satisfied with less than 100% accuracy
  • Always finds a way to get the job done efficiently and timely
  • Looks for ways to continuously improve
  • Desires to continue to learn and grow
  • Builds trusting relationships with clients and peers
  • Responds better to being coached, not managed

If you want to join an established and steadily growing firm with a great reputation; and have the skills and attitude that we are looking for, we would love to hear from you. This position may be a remote working position, given the right candidate.

Company Description:

RPS specializes in the design and administration of qualified defined contribution and defined benefit plans. We are dedicated to setting the standard for professional, accurate, and timely service, and to equipping our clients with access to the most advanced plan administration technologies available.  Since 1977, RPS has built its reputation on trustworthy, expert administration and a knowledgeable staff with a commitment to service.  Our personal attention and advanced computer systems ensure that our clients receive the premium service they expect and deserve.

At RPS, our core values and commitment to a healthy work-life balance lead every company decision.  Our core values are: authenticity, purpose-driven life, improving the experience, commitment to learning, owning the results, and believing in the team.

How to Apply

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This ad has been viewed 1775 times. It expires on 6/12/2017.

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