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Pension Plan Consultant
Location
United States
Posted
125 days ago
Salary
0
Seniority
Senior
Job Description
Pension Plan Consultant
Rea
- Act as a mentor to Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable. - Assist clients in meeting all IRD and Department of Labor deadlines necessary for qualified retirement plan - Assist clients with Service and IRD Plan terminations - Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions - Complete/assist with payroll processing as required by the products assigned - Responsible for all aspects of valuation reports, participant statements and annual testing - Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 401(b), 415, 401(a)(4), deductibility, and 402(g) - Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable - Review distribution paperwork and coordinate processing of distributions with asset holder - Review loan paperwork and coordinate processing of loans with asset holder - Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing - Assist auditors if a plan is subject to an audit - Assist IRD and DOL auditors, if the plan is subject to an IRS or DOL audit - Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) - Assist with other tasks and projects as assigned
Job Requirements
- Bachelors in Accounting or equivalent required
- Experience in the use of various assurance applications and research tools
- Qualified retirement plan credential required (ASPPA)
- Team-Oriented
- Accounting and asset reconciliation skills
- Excellent verbal and written communication skills
- Detail-oriented
- Excellent problem solving skills
- Time Management skills and ability to work independently
- Ability to successfully handle multiple tasks
- Ability to manage client relationships
Benefits
- Rea **offers a wide variety of benefits to help support our employees' health, wellness and financial goals.
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Short Term & Long Term Disability
- Training & Development
- Wellness Resources
- Four (4) weeks PTO
- Twelve (12) paid holidays, of which three (3) are floating holidays
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