Retirement Plan Consultant

About the role

G&A Partners is a Houston-based professional services firm that helps entrepreneurs grow their businesses, take better care of their employees, and enjoy a higher quality of life by providing proven HR solutions and technology. We are currently seeking a Retirement Plan Consultant to join our team at the corporate office or one of our satellite offices, or in a fully remote capacity.

Responsibilities

• Administers 401(k) new plan set ups for multiple employers and ensures compliance with applicable laws.
• Conducts meetings with clients to discuss and implement the steps involving the transitioning of 401(k) plans.
• Conduct individual and group presentations, in person or via video technology, to enhance awareness of plan features and to grow plan assets.
• Participates in benefit fair and new employee orientations.
• Participates in the plan review and financial education planning process.
• Affords targeted education campaigns to increase participation and deferral rates.
• Makes presentations to participants and eligible employees to educate them regarding plan participation.
• Schedules and conducts meetings accordingly either onsite or via online training.
• Distributes 401(k) enrollment materials to eligible employees timely.
• Sets up plan information with third party vendor(s) and in the appropriate benefits systems.
• Reviews documentation for accuracy and completeness and secures any missing information.
• Sets up employee plans and plan elections in the payroll system.
• Ensures employee 401(k) records are kept up to date for new enrollments, new loans, paid off loans, and deferral changes in all applicable benefits systems and third-party vendors.
• Administers 401(k) catch up and true up contributions and associated employer contributions and communicates with the accounting department to ensure proper invoicing to clients for true up amount.
• Administers mass transactional activities to 401(k) plans to include, but not limited to, transfer of assets from prior carrier, annual plan maintenance activities, enrollments, and bonus payroll runs.
• Interfaces with third party vendor(s), as well as with other departments internally within the company and externally with the clients regarding the administration of the plans.
• Aids auditors annually in the preparation of Form 5500 filings.
• Prepares reports of 401(k) employer match projections.

Qualifications

• Bachelor’s Degree in Business Administration or 5 years' experience in the defined contribution industry.
• Experience in plan design, compliance, and ADP/ACP/Top Heavy Testing.
• Proficient in Microsoft Word, PowerPoint, and Excel.
• ASPPA, ERPA, or other Retirement Plan licenses are a plus, but not required.

Benefits

A competitive compensation and benefits package is available to include health benefits and 401(k), recognition awards and bonuses, and the opportunity to work for a highly respected and award-winning company.

Pay

The starting wage is $70,000 to $90,000. The starting range represents the low and high end of the G&A Partners’ range for this position. Actual wages will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.

Schedule

Travel may be required for new plan enrollments as needed. Must be able to travel 25% or more during peak times of the year.