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401(k) Plan Analyst

Evergreen Retirement Plan Consulting, LLC

in Remote

Logo for Evergreen Retirement Plan Consulting, LLC

Evergreen Retirement Plan Consulting, LLC is looking for a 401(k) Plan Analyst! We are looking for the following abilities and traits:

  • 5 or more years experience administering all types of 401(k)s or Profit Sharing only plans from beginning to end
  • Ability to read and interpret Plan Documents and Amendments as it pertains to plan administration
  • Strong understanding of ERISA and Internal Revenue Code and Regulations pertaining to retirement plans
  • Strong communication skills for video meetings, email and phone with clients, financial advisors, and CPAs
  • Experience with accrual-based accounting per participant per source for all plan participants
  • Excellent time management skills with ability and desire to work from home
  • Bachelor’s Degree in Accounting, Finance, Mathematics, Business, or related field
  • Willingness to pursue ASPPA/NIPA designations and continually learn and improve
  • Proficient in MS Office products and Adobe Acrobat

Your responsibilities would include:

  • Administering year-end compliance tests/5500/8955-SSA and most client communications for 100-200 plans
  • Consulting with clients on ideas for Employer contributions and/or design changes
  • Assisting with Plan Document/Amendment drafting if needed
  • Assisting with distribution/loan processing, if needed
  • Helping with plan implementation/conversions
  • Tracking plans correctly in PensionPro

An added plus (but not required) would be the following:

  • FTW experience (Documents/5500/DC Compliance)
  • PensionPro experience
  • Plan Document and Amendment drafting experience
  • Some reviewing experience
  • 403(b), Defined Benefit and/or Cash Balance experience
  • Audited plan experience
  • QKA, QPA, CPC, ERPA, and/or APA designations

Evergreen is a dynamic, fast paced and team focused environment. We work to add value to the client experience helping them understand their plans and get the most use out of the plans while working efficiently and accurately on their plan administration. We enjoy working together as a fun and supportive work family and hope to bring the right candidate into the company.

Salary and perks:

  • Salary, depends on experience and number of plans the 401(k) Plan Analyst can effectively administer
  • Time off: 6 sick days per year, 15 vacation days per year, 10 holidays per year plus ability to accrue comp time during busy seasons for time worked past normal 40-hour work week, generally using during the off-season.
  • Work from home forever. We are based in Seattle, WA and Austin, TX so preference will be given to candidates in WA or TX but you can work from any location.
  • Health and dental insurance
  • 401(k): SH NEC and P/S; Cash Balance available after meeting statutory maximum eligibility
  • Paid for exam prep and testing for ASPPA and NIPA exams
  • Paid for Continuing Education
  • Bonuses: Year-end, student loan repayment, and passing exams

CO residents need not apply.

How to Apply

Submit cover letter and resume to Cory Reynolds at creynolds@evergreen-retirement.com


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