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Retirement Plan Consultant

Alliant Insurance Services, Inc.

in New York NY

Retirement Plan Consultant for Alliant Insurance Services, Inc.

Retirement Plan Consultant   (6744)

With a history dating back to 1925, Alliant Insurance Services is one of the nation’s leading distributors of diversified insurance products and services. Operating through a national network of offices, Alliant provides property and casualty, workers’ compensation, employee benefits, surety, and financial products and services to more than 26,000 clients nationwide. Alliant Insurance Services ranks among the 15 largest insurance brokerage firms in the United States.

SUMMARY
Responsible for preparing plan documents, plan year end compliance requirements, providing customer service and overall service of assigned clients in updating key plan data on an annual basis. Also responsible for all activities surrounding the proceurement, placement and implementation of defined contribution plans.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Strong understanding of IRS & ERISA Regulations;
  • Prepares defined contribution plan documents;
  • Prepares and conducts plan year end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc.);
  • Prepares IRS Filings (5500, 5558, 5330, etc) and assists auditors;
  • Processes distributions (withdrawals, in-service, RMD’s, loans, hardships);
  • Maintains ongoing client contact to assist with day to day service issues and vendor management;
  • Works with vendors to automate process of data collection and analysis;
  • Maintains client and due diligence files;
  • Ongoing client contact to assist with day to day service issues and vendor management;
  • Records notes at meetings and prepares minutes for various investment committees;
  • Assists in completing plan applications, plan document review, and plan implementation;
  • Supports the e401(k) Department with general industry knowledge;
  • Researches and supports new initiatives to increase our efficiency, productivity, compliance and profitability;
  • Maintains FINRA / SIPC Compliance Standards;
  • Engages in optimal and appropriate usage of applicable agency management systems;
  • Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

  • Bachelor’s degree of equivalent combination of education and experience
  • 3 + related work experience
  • Professional designation (ASPPA, NIPA, etc.) or progress toward designation preferred
  • Understanding of retirement plan types and operations; as well as knowledge of ERISA guidelines and regulations 

Required

  • Experience with small to mid (250+) clients

SKILLS

  • Excellent interpersonal, relationship building, negotiating and problem solving skills
  • Excellent oral and written communication skills
  • Excellent presentation skills with the ability to communicate information to a broad audience
  • Exceptional attention to detail
  • Ability and motivation to work independently
  • Good leadership and time management skills
  • Good planning, organizational and prioritization skills
  • Advanced analytical skills
  • Proficient in Microsoft Office products

How to Apply

Please apply directly on our Careers page using this link.

We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package.  We encourage you to explore what we have to offer.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.


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