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Retirement Plan Consultant

3 months ago

Phoenix, United States Pinnacle Plan Full time
Job DescriptionJob Description

Pinnacle Plan Design is growing We are looking for a Retirement Plan Consultant with experience working on both DB and DC plans to join our team You'll find we offer a great work environment, challenging career development, and the chance to work with some of the best and brightest. We are all about our people. Take a look around, you'll see our employees agree

The Retirement Plan Consultant position includes performing annual administration for defined contribution and/or defined benefit plans, preparing of annual reports for review, interpreting and reviewing plan documents, tracking data, and following up with clients and identifying potential plan redesign opportunities.

Essential Duties

  • Preparation and review of annual reporting and use of judgement required on qualified defined contribution and/or defined benefit plans including:
  • Review and Interpret the plan document specifications and apply to the employee/participant
  • Prepare optimum contribution allocation;
  • Review Reconciled trust accounts to plan accounts;
  • Perform non-discrimination testing (combined plan where applicable);
  • Calculate minimum required contribution, maximum deductible contribution for the DB plan;
  • Calculate maximum benefits (415(b)) as needed;
  • Prepare IRS Forms 5558, 5330, and 5500 (including Schedule SB) and, from time to time, Forms 5307 and 5310, and PBGC Forms;
  • Calculate required minimum distributions;
  • Prepare excel testing and contribution file for comparison to pension software file output;
  • Identify highly compensated and key employees and assure minimum allocations to non-highly compensated and non-key employees are met.
  • Review distribution and loan disclosures and paperwork based upon plan provisions
  • Utilize and maintain database fields tracking plan provisions, contact info, receipt of client data, and updated client information
  • Communicate with client, accountant, attorney and investment advisor on plan related issues. Develop relationships with clients to establish long-term working relationships.
  • Maintain responsibility of client caseload management. Track data received and not received and follow up with related parties to receive data.
  • Review of participant disclosures and notifications.
  • Identify potential plan redesign opportunities, potential prohibited transactions and potential top-heavy minimum.
  • Review and make decisions on client invoicing.

Knowledge, Skills and Abilities

  • Knowledge of IRS/ERISA regulations and funding methods
  • Proficient in using Microsoft Office products and other technology to complete tasks. DATAIR experience helpful
  • Professional designation (such as ASPPA, NIPA) required
  • Demonstrated ability to determine benefits and benefit limitations, determine required funding, prepare actuarial valuations and perform non-discrimination testing (with heavy emphasis on combined plan testing)
  • Demonstrated ability to multi-task, meet deadlines, and work in a fast-paced environment to create high-quality products and solutions to be reviewed by Senior Managers/Actuaries/Shareholders
  • Demonstrated technical knowledge and interpersonal communication skills needed to effectively and diplomatically review others' work
  • Demonstrated ability and willingness to take full responsibility for assigned client plans, completing work in a timely manner, communicating with clients, collaborating with colleagues, and proactively resolving issues
  • Demonstrated ability to analyze situations and attend to detail to ensure quality

Education and Experience Requirement

  • A High School Diploma or GED required; Bachelor's degree strongly preferred;
  • Professional designation (such as ASPPA, NIPA) required;
  • Minimum 4 years' experience in third party administration
    • Defined contribution plan administration

and/or

  • Defined benefit plan administration