Plan Consultant – DB, CB

Job Description: • Maintain an assigned book of plans, including defined benefit and defined contribution plans. • Prepare (and/or review, based on experience) valuations and compliance testing pursuant to ERISA guidelines and IRS procedures: Calculate plan contributions to optimize tax savings while passing required testing; Perform additional required testing, such as General Testing (401(a)4), Compensation Ratio Testing (414(s) Testing), etc.; Prepare earned income calculation, as necessary, for an unincorporated employer; Prepare asset reconciliations, including trust accounting, as necessary. • Prepare (and/or review, based on experience) necessary government filings pursuant to IRS/DOL guidelines and requirements, included but not limited to Forms 5500, 5330, and Schedule SB. • Analyze plan documents and pro-actively recommend changes to accommodate client needs. • Assist plan sponsors with the plan termination process, including PBGC-covered plans. • Provide quality communication with the plan sponsor, advisors, and accountants. • Prepare preliminary design studies and projections for prospective clients. • Support actuaries and consultants to provide superior client service. • Prepare calculation of retirement distribution benefits. • Prepare PBGC premium filings and notices. Requirements: • Minimum of 3+ years of experience in defined benefit and defined contribution administration. • In-depth knowledge of IRS, DOL and ERISA regulations. • Proficient skills with Microsoft products, specifically Excel and Word. • Ability to work under pressure and prioritize work based on deadlines. • Strong analytical and mathematical skills. • Excellent written and verbal communication skills. • Meticulous attention to detail and accuracy. • Ability to work with minimal day-to-day supervision. • Familiarity of PBGC requirements. • Desired but not Required ASPPA or IRS industry-specific designations or willingness to attain them. • Working knowledge of PensionPro, Datair and FTWilliam. Benefits: