Retirement Plan Consultant – Remote or in Denver, CO

Denver, CO

Posted: 07/09/2024 Industry: Employee Benefits & Retirement Services Job Number: KO24.1.21.8 Remote Friendly: Remote Experience:

Job Description

Retirement Plan Consultant – Remote or in Denver, CO

Daily responsibilities include:

  • Effectively communicate internally and with clients, advisors, and other professionals
  • Expierence holding an assigned block of business, preferably out of a TPA setting.
  • Experience in Defined Contribution and/or Defined Benefit plans will be considered.
  • Perform compliance testing (ADP/ACP, 410(b), 401(a)(4), 402(g), 416 and 415 limits)
  • Allocations, Reconciliations and Terminations of plan experience is necessary.
  • Preparation of Forms 5500-SF and 8955-SSA
  • Reconciliation of trust assets.
  • Effectively communicate internally and with clients, advisors, and other professionals
  • Plan Document amendments and restatements as needed.
  • Knowledge of Relius, Datair, Pension Pro, ASC or similar system is preferred.
  • Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information

Ideal candidate has:

  • At least 2+ years of retirement plan administration experience
  • No designations required but always appreciated.
  • Experience with around 100 plans.
  • TPA background.
  • A proven track record of accurately and efficiently performing valuation and trust accounting work for retirement plans.
  • Strong organizational skills and the ability to work independently.
  • Proficiency in Excel, Word and Outlook
  • Ability to work within stringent deadlines that sometimes require extra hours during our busy season.
  • Excellent client communication skills
  • Ability to handle duties with confidentiality and extreme professionalism.

Compensation: $60k-95k plus Full Benefits

#LI-KO2

Meet Your Recruiter

Kayla Omiecinski

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Ready to kickstart your career in the vibrant city of Denver, Colorado? Nestled in the heart of the Rocky Mountains, Denver offers a perfect blend of outdoor adventure, cultural attractions, and career growth opportunities. Imagine weekends exploring the stunning Red Rocks Park & Amphitheatre, cheering on the Broncos at Empower Field at Mile High, or indulging in the city's renowned craft beer scene. With an array of job opportunities in industries ranging from tech to healthcare, Denver is a dynamic city where professional success meets a laid-back lifestyle. Explore our job listings today and embark on a fulfilling career in the Mile High City!