MGA Consultants, Inc. is a rapidly growing Third Party Administrator, and is a member of one of the largest national providers of retirement plan design, consulting and administration, United Retirement Plan Consultants (URPC). We pride
ourselves on timeliness and accuracy in reporting, personalized service, and customer satisfaction. We are looking for Senior Plan Administrators in our Ellicott City, MD, and Charlotte, NC offices.
Do you enjoy working with clients and
brokers to maximize their retirement plan potential? Do you have the ability to multitask, monitor plan workflows and meet deadlines?
Would you like to work in a friendly, fast paced environment? Have you dreamed of working for a company
that is strongly team oriented and not only appreciates, but encourages ideas and input from all employees?
Then, we are looking for you!
Work closely with Clients, Brokers and CPAs to
assist them in maintaining their Qualified Retirement Plans.
Complete or review all aspects of Annual Plan Administration including:
Review of Contribution Calculations including Safe Harbor, Top Heavy, Profit Sharing and New
Review and correction of ADP/ACP Testing for 401(k) and 403(b) plans.
Review of Top Heavy, 402(g), Annual Additions, Minimum Coverage and Average Benefits Tests.
Review of Trust Accounting for Record-Keeper Platforms
and Brokerage Accounts.
Review of Annual Valuations and Form 5500 Reports and Schedules.
Provide Audit Support for Large Plans.
Calculation of Corrective Contributions and Distributions, including VCP and SCP
Provide recommendations for billing purposes.
Research and analyze plan issues.
Provide assistance with plan proposals.
Read, interpret and advise on Plan Documents and Amendments.
Distributions and Loans.
For those with Defined Benefit and Cash Balance Plans:
Work closely with actuaries and provide support for cross-tested plan calculations.
Communicate actuarial calculations and valuations to clients and
Communicate information on the operation, maintenance and goals of a Defined Benefit and Cash Balance Plans.
5+ Years in Retirement Plans (Minimum 3 Years in
Administration or Compliance).
Strong knowledge of ERISA, IRS and DOL Regulations.
ASPPA or NIPA designation preferred.
Familiarity with PE Win or ASC a plus.
Proficiency in Microsoft Office (Word, Excel, Office).
How to Apply
To apply, please submit your resume, cover letter and any salary requirements to Crystal Benson at email@example.com