Senior ESOP Consultant (*REMOTE*)
Chicago, IL 60606 US | Fully Remote TELECOMMUTE US
Job Description
SENIOR ESOP ADMINISTRATION CONSULTANT
This position can be located ANYWHERE in the U.S.
- Manage a caseload of ESOP plans and be responsible for full plan administration.
- Duties include:
-
- Send annual administration packet each month and follow up until data is received.
- Code census data and review census verification.
- Asset reconciliation/trust accounting.
- Calculate maximum contributions and check annual limitations.
- Prepare instructions for Data Processing to run allocations on the in-house proprietary system.
- File extensions for tax forms as needed.
- Preparation of tax forms (including all schedules) Summary Annual Report and invoice.
- Prepare instructions for Data Processing to process distribution packets.
- Consult with clients and/or auditors regarding plan provisions.
- Assist clients with IRS and DOL audits.
- Identify problems/issues that need to be addressed by the Legal Department.
- Prepare major portions of Form 5310 for terminating plans.
- Review 1099 forms before sending to clients.
#ESOP #esopadministrator #esopadministration
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Job Requirements
SENIOR ESOP CONSULTANT
* * REMOTE * *
- 5+ years ESOP plan administration experience
- Looking for an intelligent self starter, strong independent worker who will collaborate with colleagues as needed and thrive in an autonomous environment.
- MUST have impeccable communications skills and attention to detail.
- Commitment to the highest level of service - accountable and reliable.
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Meet Your Recruiter
Kristine Fornek
Executive Recruiter / Market Specialist
SPECIALTIES: All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.
EXPERIENCE: My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.
The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions. We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.
I’M IN THIS BUSINESS BECAUSE: There’s no better feeling than helping someone realize their goals by assisting them in advancing their career. I love making that connection! My goal is to consistently build long lasting relationships with both my clients and my applicants.
CLIENTS CAN COUNT ON ME BECAUSE: I pride myself on the quality of my work and I truly CARE about their needs. The better I know them, the better my understanding is as to who would fit their needs.
HOBBIES: Golf, travel, stained glass, mosaics, volunteering, cooking, active with church.