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Retirement Plan Consultant
Benefit Plans Administrative Services (BPAS)
in Huntingdon Valley PA / Pittsburgh PA / Syracuse NY / Houston TX / Utica NY / Telecommute
BPAS is a national provider of retirement plan and fund administration, transfer agency, collective investment fund, and other institutional trust services. We support 3,800 retirement plans, $60 billion in trust assets, $1
trillion in fund administration, and more than 400,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well positioned to help our clients solve all their benefit plan challenges without the need to
engage multiple providers. One company. One call.
This position is responsible for overseeing the workflow of assigned Defined Contribution - 401(k) retirement plans; communicating with clients;
preparation of 5500 and ERISA reports and conducting compliance testing for plans assigned; maintaining proficiency in regulatory developments.
Hours/Week: 40 hours
Communicate with clients and financial advisors.
Maintain proficiency in regulatory requirements.
Review of annual reports.
Conduct and analyze discrimination testing.
Responsible for year-end allocations (including
New Comparability calculations)
Prepare annual 5500 with related forms and reports and assure timely filing.
Review new plan setup.
Assure that plans assigned remain in compliance with current rules and regulations.
Review transaction rejects.
Assist with census problems.
Assist in conducting Plan audits when necessary.
As an integral member of the organization, this position is also responsible to provide assistance wherever necessary
to help the department and the Company in achieving their goals.
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies,
procedures, and internal controls, and meet all job-specific training requirements in a timely fashion
B.S. Degree in Business or related
field, ASPPA designations such as QKA, QPA, or CPC, or commitment to obtain the designation.
Well-developed written and oral communication skills
Proficient mathematics skills
Relate to co-workers and customers with respect, providing clear and detailed information
Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills
Minimum three years of experience in Retirement Plan Administration and Retirement Industry.
How to Apply
Candidates should complete an online application by following the link below: