Retirement Plan Consultant
TLDR
End-to-end ERISA plan administration for Defined Benefit, 403(b), and 401(k) plans, focusing on compliance, testing, and document review.
Responsible for all aspects of ERISA plan administration including Defined Benefit, 403(b), 401(k), and other defined contribution plans; Maintain the plans' qualified status, review of plan documents; help clients resolve operational and regulatory compliance issues relating to qualified and non-qualified plans; Complete plan administration including eligibility determination, preparation of financial statements, allocations of contributions/forfeitures, calculations of vesting percentages, loan and distribution calculations, and preparation of form 5500 and all related schedules;
Perform nondiscrimination testing, including ADP/ACP calculations, refunds, earnings, QNECs, penalties, 414(s), 401(a)(4) etc.; Responsible for answering plan compliance questions from administrators, investment advisors, consultants, and client referral sources.
Nice to have - Certification QPA, QPFC, ERPA, CPC
All your information will be kept confidential according to EEO guidelines.
SaveDay Inc empowers individuals and businesses to easily establish savings and retirement plans that align with their financial goals. Our fintech platform stands out by offering flexible and affordable solutions for workplace savings, making it simple for users to invest in their future.