Retirement Plan Consultant
Northwest Plan Services, Inc.
in Seattle WA
Northwest Plan Services, Inc., a leading retirement plan recordkeeping, administration, and consulting firm, is seeking a Retirement Plan Consultant for our office in Seattle, Washington. The Consultant will manage a select group of Defined
Contribution Retirement Plans and will be responsible for all aspects of plan design, overseeing day-to- day administration, annual compliance testing, Form 5500 preparation, trust accounting, participant notices, and plan documents. In addition, the
individual in this position will have exposure to and develop relationships with a wide variety of high-level professionals.
The ideal Retirement Plan Consultant candidate will have experience fostering client relationships, performing compliance
testing, discussing plan design, preparing annual reports, and completing DOL and IRS forms. He or she will have demonstrated the ability to prioritize, work independently, and drive tasks to completion.
Excellent customer service skills and the
ability to handle multiple ongoing projects are essential. QKA or QPA designation, knowledge of the Relius recordkeeping system, and experience with rate group testing are pluses.
- Bachelor’s degree, preferably in
mathematics or accounting
- Excellent customer service, communication, and organizational skills
- The ability to manage multiple ongoing projects
- Hands on experience with annual compliance testing, including coverage testing and
- Knowledge of Microsoft Word, Excel, and Outlook
How to Apply
Please send cover letter and resume to Heather Basinger: firstname.lastname@example.org
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It expires on 8/5/2019.