Retirement Plan Consultant, FuturePlan

Overview

This role serves as a primary resource for plan sponsors and financial advisors on ERISA compliance, plan design, and governmental reporting. You will be the single point of contact for employer and plan sponsor accounts, handling client meetings both in person and via phone.

As the retirement plan expert, you will support testing, Form 5500 preparation, participant loans, and distributions. The position also involves understanding and supporting plan design, including assistance with plan operation and document updates.

Responsibilities

• Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients.
• Communicate effectively and professionally in clear, concise, and informative verbal and written formats.
• Mentor Retirement Plan Coordinators and collaborate to meet or exceed defined business objectives, firm goals, and client obligations, as applicable.
• Assist clients with initial and ongoing plan design and document needs, including educating clients on IRS and Department of Labor obligations.
• Support clients in meeting all required IRS and Department of Labor deadlines for qualified retirement plans.
• Assist with Service and IRS plan terminations.
• Maintain current knowledge of ERISA-related legislation and proposed changes through self-study and employer-sponsored training.
• Complete and/or assist with payroll processing as required by assigned products.
• Manage valuation reports, participant statements, and annual testing activities.
• Review and/or perform annual testing for retirement plans, including:
  • ADP/ACP
  • Top Heavy
  • 410(b)
  • 415
  • 401(a)(4)
  • Deductibility
  • 402(g)
• Coordinate with assigned coordinators to produce compliant and accurate valuation reports, participant statements, trust accounting, and annual testing and reporting as applicable.
• Review distribution paperwork and coordinate distribution processing with the asset holder.
• Review loan paperwork and coordinate loan processing with the asset holder.
• Review or prepare Form 5500 and coordinate with plan sponsors to support timely filing.
• Assist auditors when a plan is subject to an audit.
• Support IRS and Department of Labor audits when applicable.
• Coordinate with internal and external parties to ensure accurate conversion processes for new clients (including actuaries, financial advisors, and attorneys).
• As applicable, partner with assistants to coordinate and oversee activities to ensure timely and accurate completion of assigned accounts.
• Assist with other tasks and projects as assigned.
• Protect, secure, and properly handle all confidential data to prevent unauthorized access, improper transmission, and/or unapproved disclosure.

Requirements

• Bachelor’s degree preferred.
• 3–5 or more years of ERISA experience in the retirement industry.
• Experience analyzing financial data.
• Experience with Relius software desirable, but not required.
• Strong proficiency with Word, Excel, and Outlook.
• Strong written and oral communication skills.
• Detail oriented with the ability to prioritize and manage tasks related to ERISA compliance and business operations.
• Ability to plan and assign work, and oversee plan associates qualified to assist with plan modifications.

Preferred Qualifications

• Relius software experience.

Compensation & Benefits

• Not specified.

Location

• Not specified.