[Remote] TPA Plan Consultant I - Retirement (Remote)

Note: The job is a remote job and is open to candidates in USA. Alliant Insurance Services is an insurance brokerage firm providing employee benefits and financial products and services. The TPA Plan Consultant I - Retirement prepares defined contribution plan documents, manages compliance testing and IRS filings, processes plan distributions, and supports client service, vendor management, and plan implementation.

Responsibilities

• Prepares defined contribution plan documents
• Prepares and conducts plan year-end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc
• Prepares IRS Filings (5500, 5558, 5330, etc.) and assists auditors
• Processes distributions (withdrawals, in-service, RMD’s, loans, hardships)
• Maintains ongoing client contact to assist with day-to-day service issues and vendor management
• Works with vendors to automate the process of data collection and analysis
• Maintains client and due diligence files
• Records notes at meetings and prepares minutes for various investment committees
• Assists in completing plan applications, plan document review, and plan implementation
• Supports the 401(k) Department with general industry knowledge
• Researches and supports new initiatives to increase our efficiency, productivity, compliance, and profitability
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)

Skills

• Bachelor's Degree or equivalent combination of education and experience
• Two (2) or more years of related work experience
• Understanding of retirement plan types and operations, as well as knowledge of ERISA guidelines and regulations
• Experience with small to mid-size (250+) clients
• Strong understanding of IRS & ERISA Regulations
• Excellent interpersonal, relationship-building, negotiating, and problem-solving skills
• Excellent verbal and written communication skills
• Excellent presentation skills with the ability to communicate information to a broad audience
• Exceptional attention to detail
• Ability and motivation to work independently
• Good leadership and time management skills
• Good planning, organizational, and prioritization skills
• Advanced analytical skills
• Proficient in Microsoft Office products
• Professional designation (ASPPA, NIPA, etc.) or progress toward designation, preferred

Benefits

• Remote work arrangement
• Prospects for individual and career growth

Company Overview

Company H1B Sponsorship