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Retirement Plan Consultant

Pension Plan Specialists

in Remote

Summary

Pension Plan Specialists is looking for our next great employee! We would love to speak to you if you have a passion for providing exceptional customer service, are reliable, and are excited to start the next chapter of your career. We offer incredible benefits where WE PAY 100% FOR EMPLOYEE MEDICAL, DENTAL, AND VISION COVERAGE!!!!

We are seeking an individual with 3+ years of experience at a TPA firm performing the entire range of plan admin tasks in DB/DC combo plans using ASC software.

Job Description:  

• Manage all aspects of client administration for complex defined contribution and/or defined benefit plans
• Answer client, advisor, and accountant calls and correspondence regarding retirement plan administration providing guidance for all compliance related issues
• Prepare Annual Administration reports, Form 5500, and related schedules using PPS proprietary programs
• Calculate maximum and minimum contribution amounts for plan sponsors to determine the optimal contribution level annually including safe harbor match and ADP/ACP non-discrimination testing for non-safe harbor 401k & 403(b) plans
• Perform non-discrimination compliance testing ADP, ACP, 402(g), 415(c), Top Heavy and Coverage & 410(b)
• Prepare signature ready government Form 5500 and all applicable schedules; prepare all required government filings for the plan
• Reconcile fund balances at plan and participant level for audit package preparation
• Prepare, interpret and analyze plan documents, agreements as well as legal contracts to resolve issues relating to employer sponsored plans.
• Resolve any plan, transaction, and/or distribution issues by clarifying, determining the root cause, selecting and explaining the best solution, and expediting correction or adjustment; following up to ensure resolution
• Prepare asset reconciliation, load/import census data and determine plan eligibility  
• Complete plan compliance reporting and asset valuations, including asset reconciliation, in a timely and accurate manner

Requirements:  

• Have 3 or more years’ retirement plan administration experience using ASC software
• Hold a bachelor’s degree or comparable professional work experience
• Possess strong financial acumen and the ability to put accounting principles into practice
• Demonstrate strong customer focus and an excellent phone manner
• Have the ability to solve complex problems without direct supervision
• Have strong attention to detail, organization, multi- tasking, and follow up skills
• Demonstrate superior interpersonal, written and verbal communication skills
• Thrive in a team environment and be a positive team player
• Have technology and computer proficiency in Microsoft Office and ASC
• ASPPA or NIPA designation preferred
• Ability or desire to teach/train a plus!

We are located in Vancouver, WA and would love to welcome you to our office if you are in our area. Otherwise we will be happy to set you up to work remotely.  

How to Apply

To apply, please email your resume to info@tpateam.com

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