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Retirement Plan Consultant

National TPA

in Telecommute

National TPA is expanding and adding to an already established team. Those who have a strong compliance knowledge and desire to grow in the industry are encouraged to apply.

Position Responsibilities

  • Perform all aspects of administration in a balance forward and daily valuation environment
  • Responsibilities include valuations, compliance / discrimination testing
  • Prepare and review coverage and non-discrimination tests, including controlled and affiliate service group considerations
  • Calculate ADP/ACP refunds and recommend appropriate corrections
  • Ability to understand plan provisions and review plan documents
  • Determine eligibility, vesting, and calculate contributions / allocations
  • Complete and review contribution calculations (age weighted, integrated, cross tested, etc.)
  • Preparation of 5500 Forms, related schedules and other IRS Forms

Experience Preferred

  • Minimum of 5 years industry experience
  • ASPPA or NIPA designations are helpful
  • Experience with ASC or Relius software

How to Apply

Please forward resumes to

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