Retirement Plan Compliance Consultant

Duties/Responsibilities

• Delegate the loading of Census and Asset data to Analysts in Datair or other compliance software after completing preliminary review.
• Review completed Form 5500's, 5330's, and SSA's.
• Prepare and/or review reconciliation of assets and participant accounts.
• Identify operational errors and plan compliance issues, determine corrections, and instruct corrections to be made to appropriate Relationship Manager or other staff member.
• Review and instruct the upload of vesting information to vendor websites to ensure accuracy.
• Review the completed Valuation Package and prepare summary notes for the Relationship Manager to communicate to the plan sponsor.
• Identify RMD’s and instruct Relationship Manager to facilitate payment to participants.
• Thoroughly track each plan’s projects and intricacies daily within Pension Pro, including notes.
• Calculate employer contributions and true-up contributions accurately.
• Perform projections, tests, and calculations.
• Perform other tasks as requested.

Requirements

• Strong verbal and written communication skills using clear and grammatically correct language
• The ability to problem solve, be proactive, and demonstrate initiative
• Robust time management and organizational skills with the ability to multi-task required
• Able to work both independently and in a collaborative team environment
• Superb attention to detail with the ability to meet deadlines

Education and Experience

• 5+ years of progressive related experience in retirement plan compliance
• PREFERRED: Bachelor Degree in accounting, finance, or related field
• Experience using Datair, FT Williams, Pension Pro, and other retirement plan verification and calculation software platforms required
• Comprehensive knowledge and understanding of retirement plans and record-keeping platforms

Working Conditions and Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer are required.
• Requires the ability to operate a computer, phone, keyboard, mouse, and other related office equipment.
• Requires the ability to communicate and exchange information to others over phone or video conferencing software.
• The ability to see and observe printed or electronic information on computer monitors.
• Working conditions include a normal indoor office environment. If remote in employee’s home, the space should be free of interruptions with minimal background noise.
• Regular work hours should match those hours of the clients and other employees are working which is generally Monday through Friday in the 7:00am – 6:00pm range depending on the assigned team.

Salary Description

DOE $65,000 - $80,000 Base plus bonus & benefits