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Retirement Plan Consultant

Uniglobal Pension Planning

in Remote

Uniglobal is a Third-Party Administration firm (TPA) headquartered in Fairfax, VA. We specialize in providing retirement plan administration, compliance, and consulting for employer-sponsored retirement plans. With over 30 years in the industry, Uniglobal continues to provide excellent customer service by crafting goal-specific, client-focused retirement plan solutions.

The Retirement Plan Consultant is responsible for building and maintaining client relationships. They administer annual retirement plans and manage legal compliance associated with a block of plan clients. The consultant also cross-checks the work of those with the same title. This position offers the opportunity for fully remote work, so a high level of integrity, discipline, and excellent virtual communication skills are essential.

Responsibilities:

• Handle all aspects relating to qualified retirement plan documents
• Track and adhere to legal, compliance, and regulatory changes within the industry
• Maintain case block of plans between 50 and 75
• Responsible for all aspects of DC administration including ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
• Prepare employer contribution calculations using various allocation methods (e.g., pro-rata, permitted disparity, and cross-tested formulas)
• Prepare Form 5500 and related schedules
• Prepare all trust accounting and annual valuations
• Assist with IRS and client audits
• Handle client interactions in a timely and professional manner
• Provide support and assistance to supervisors
• Manage plan work using workflow management software
• Utilize FTWilliam for administration and compliance
• Collaborate with coworkers as needed

Qualifications:

• 3+ years of experience in the retirement plan administration field/retirement industry
• Bachelor’s degree preferred
• Has or is willing to obtain QKA/APA or equivalent designations with ASPPA or NIPA – education support provided
• Proficient in FTWilliam, including compliance, 5500, Documents, and FTWilliam Portal Pro
• Familiar with CRM software
• Proficient in standard office technology (O365, Outlook, etc.)
• Understanding of current retirement industry standards and regulations
• Superior organization and time management skills with a drive to adhere to deadlines
• Strong verbal and interpersonal skills
• Attention to detail and ability to follow Uniglobal company procedures
• Well-developed analytical/problem-solving skills
• Trustworthy with the ability to maintain confidentiality

Benefits:

• Medical Insurance (PPO, Platinum, 80/20)
• Dental Insurance (80/20)
• Vision Insurance (80/20)
• Life Insurance ($150K, 100% Employer paid)
• Long-term Disability
• Short-term Disability
• 401(k) Plan with Pre-Tax and Roth contributions for employees PLUS an Annual 4% of Compensation Non-Elective Employer Contribution
• PTO + Paid Holidays
• Flexible On-Site and Remote Capabilities

We value, support, and celebrate diversity! Uniglobal is an Equal Opportunity Employer, we do not discriminate against any applicant's race, color, religion, sex, gender identity, gender expression, sexual orientation, national origin, age, disability, or veteran status.

How to Apply

To apply, please email your resume to Megan@uniglobal.com. Include the job title in the title of your email.

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