Plan Consultant I
Remote
Job Summary
Monitor deadlines and perform annual nondiscrimination testing including ADP/ACP, Top Heavy, 410(b), and 401(a)(4) calculations. Calculate employer contributions, self-employed income, and missed deferral corrections while resolving late deposits. Review census data for accuracy, reconcile participant discrepancies, and import recordkeeper transactions into compliance software. Prepare government filings such as Form 5500, Form 5558, Form 5330, and Form 8955-SSAS. Provide technical support to internal teams and clients, collaborating with actuaries on plan administration issues. This entry-to-mid-level role ensures retirement plans are administered accurately under IRS, DOL, and ERISA regulations, allowing clients to focus on advisory services.
Required Qualifications
- analytically minded
- detail-driven
- team player
- pride in doing work that other people can rely on
- knowing the rules
- applying them correctly
- getting it right
- ability to ensure retirement plans are administered accurately and in full compliance with IRS, DOL, and ERISA regulations
- ability to monitor deadlines and compliance obligations
- ability to prepare and perform annual nondiscrimination and compliance testing (ADP/ACP, Top Heavy, 410(b), 401(a)(4))
- ability to calculate employer contributions (match, pro-rata, integrated, new comparability)
- ability to prepare contribution summaries and projections
- ability to perform self-employed income calculations
- ability to identify and resolve late deposits and missed deferral obligations
- ability to calculate missed deferral corrections and support corrective filings
- ability to review and upload incoming census data for completeness and accuracy
- ability to reconcile participant contribution discrepancies
- ability to reconcile recordkeeper statements
- ability to import recordkeeper transactions into compliance software
- ability to prepare government filings including Form 5500 (EZ, SF, and large plan with applicable schedules), Form 5558 extensions, Form 5330, and Form 8955-SSAS
- ability to provide technical and compliance support to internal teams and clients
- ability to collaborate with actuaries and other departments to address technical issues impacting plan administration
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