Senior Retirement Plan Consultant
2 weeks ago
Senior Retirement Plan Consultant - Defined Contribution
Los Angeles Area , CA
|
Fully Remote
Posted:
09/12/2023
Industry:
Employee Benefits & Retirement Services
Job Number:
AS12.19.1
Pay Rate:
75k-$85k
Experience:
5 years or greater
Job Description
Fully Remote Opportunity with Flexible Core Hours - Third Party Administration & Consulting on 401k Plans
The Retirement Plan Consultant position will work behind the scenes on an assigned book of business to perform annual testing, asset valuations, contribution calculations, and prepare required filings. You will be expected to work as part of a team, but ultimately be responsible for your caseload of Defined Contribution Plans. This position has exposure to clients, advisors, and CPA's. This position will have help, an assistant will help with loans and distributions processing. Can be based anywhere in the U.S.
Responsibilities
Performs non discrimination and other testing and providing strategic alternatives for correction of failures and presents options to improve future non discrimination test results.
Prepares signature ready Forms 5500 and other government fillings.
Effectively communicates the necessary regulatory information and testing requirements to clients in a way that can be easily understood by individuals who are not in the business.
Reviews, interprets and maintains the legal plan documents in order to assist clients in ensuring plan compliance with current IRS/DOL regulations.
Remains current with the laws and regulations for retirement plan administration.
Works with internal associates, clients, and vendors to ensure accurate and timely response to all outstanding client/plan issues
#LI-AS1
Job Requirements
Requirements
Strong client relationship skills
Proficiency in 401(k) plan administration and plan document interpretation
Performing contribution calculations, cross-testing including year-end valuation
Loan, hardship, and distribution reviewing (there is an assistant who does this)
Prepare Forms 5500 and other government filings
About Me:
Whether it's...
Why you're looking for a
new
position
Why you're interested
(or not)
in a certain opportunity
I'm confident in my ability to ask enough questions,
listen , and truly understand the various factors when making career decisions.
For every
3 candidates
that get an interview through me,
1 gets hired.
Let me help you find your next home in the retirement industry.
My Background:
Born, bred, and fed in Chicago. I was a bandwagon Blackhawks fan in 2013, but have since been accepted into that fan community I come from a big family where the rice and kabobs are always flowing at Sunday dinners.
Candidate Recommendation:
"I had the pleasure of working with Arbella for 2 months while changing jobs and it could not have been a greater experience. Arbella has the ability to make you feel like you are her only client, which is something that can be hard to find when working with recruiters. She was awesome with guiding me through the interview process, coordinating interview times with my future employer and gathering feedback. Arbella was always quick to follow up with me and never left me in the dark. If you are looking for a new opportunity in the retirement services industry you couldn’t be in better hands."
Check out my other recommendations on Linkedin.
Related Jobs:
ESOP Plan Administration Specialist
REMOTE, (none selected)
Enrolled Actuary - REMOTE
REMOTE, (none selected)
Defined Benefit and Combo Team Lead
REMOTE, (none selected)
Login
to save this search and get notified of similar positions.
#J-18808-Ljbffr
-
Senior Retirement Plan Consultant
24 hours ago
Los Angeles, United States Insight Global Full timeOne our top financial client's is looking for a Director lever Retirement Planner to help drive customer loyalty so that their tax-exempt retirement plan participants choose to become this client's customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education...
-
Retirement Plan Specialist
4 days ago
Los Angeles, United States Opusing Corporation Full timeJob DescriptionJob DescriptionTitle: Administrative Assistant (254)Location: Remote (Los Angeles, CA 90012) Duration: 12 Months Contract (Possible Extension) Shift: 8am-4pm PST (part...
-
Retirement Consultant
17 hours ago
Los Angeles, United States Insight Global Full timeOne our top financial client's is looking for a Retirement Planner to help drive customer loyalty so that their tax-exempt retirement plan participants choose to become this client's customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance...
-
Retirement Consultant
24 hours ago
Los Angeles, United States Insight Global Full timeOne our top financial client's is looking for a Retirement Planner to help drive customer loyalty so that their tax-exempt retirement plan participants choose to become this client's customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance...
-
Retirement Manager
4 days ago
Los Angeles, United States Fawkes IDM Full timeResponsibilities: Manage the day-to-day administration and operation of the retirement plans, including contribution/funding reconciliation, distributions, QDRO processing, benefit file coordination and maintenance; analyze, address and implement retirement plan design changes; Manage the relationships between firm, participants, consultants, trustee and...
-
Retirement Manager
5 days ago
Los Angeles, United States Fawkes IDM Full timeResponsibilities: Manage the day-to-day administration and operation of the retirement plans, including contribution/funding reconciliation, distributions, QDRO processing, benefit file coordination and maintenance; analyze, address and implement retirement plan design changes; Manage the relationships between firm, participants, consultants, trustee and...
-
Retirement Manager
5 days ago
Los Angeles, United States Fawkes IDM Full timeJob DescriptionJob DescriptionResponsibilities: Manage the day-to-day administration and operation of the retirement plans, including contribution/funding reconciliation, distributions, QDRO processing, benefit file coordination and maintenance; analyze, address and implement retirement plan design changes;Manage the relationships between firm, participants,...
-
Los Angeles, United States L.A. Care Health Plan Full timeFinancial Planning and Analysis Financial Analyst III Salary Range: $88,854.00 (Min.) - $115,509.00 (Mid.) - $142,166.00 (Max.) Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation's largest publicly operated...
-
Los Angeles, California, United States L.A. Care Health Plan Full timeSalary Range: $88, Min.) - $115, Mid.) - $142, Max.) Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation's largest publicly operated health plan. Serving more than 2 million members in five health plans, we make...
-
Los Angeles, United States L.A. Care Health Plan Full timeSalary Range: $88,854.00 (Min.) - $115,509.00 (Mid.) - $142,166.00 (Max.) Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation’s largest publicly operated health plan. Serving more than 2 million members in five...
-
Los Angeles, United States L.A. Care Health Plan Full timeSalary Range: $88,854.00 (Min.) - $115,509.00 (Mid.) - $142,166.00 (Max.) Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation’s largest publicly operated health plan. Serving more than 2 million...
-
Enterprise Resource Planning Analyst III
6 days ago
Los Angeles, United States L.A. Care Health Plan Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Job Category: Accounting/Finance Department: Finance Services Location: Los Angeles, CA, US, 90017 Position Type: Full Time Requisition ID: 10796 Salary Range: $117,509.00 (Min.) - $152,762.00 (Mid.) - $188,015.00 (Max.) Established in 1997, L.A. Care Health Plan...
-
Senior Consultant
5 days ago
Los Angeles, United States AHEAD Inc Full time( Client Services / Solutions ) – Advisory / Seasoned customer facing consultant with established leadership skills directing a diverse team of advisory and delivery talent. Supports onsite, hands-on client engagement management by running the engagement projects or workstreams. Guides day-to-day work efforts for one or more workstreams and coordinates...
-
Enterprise Resource Planning Analyst III
6 days ago
Los Angeles, California, United States L.A. Care Health Plan Full timeSalary Range: $117, Min.) - $152, Mid.) - $188, Max.) Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation's largest publicly operated health plan. Serving more than 2 million members in five health plans, we make...
-
Enterprise Resource Planning Analyst III
4 days ago
Los Angeles, United States L.A. Care Health Plan Full timeSalary Range: $117,509.00 (Min.) - $152,762.00 (Mid.) - $188,015.00 (Max.) Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation’s largest publicly operated health plan. Serving more than 2...
-
Senior Management Consultant
5 days ago
Los Angeles, United States NEPF LLC Full timenepf, LLC, a growing and innovative Boutique Consulting firm, is seeking a Senior Consultant – Management Consulting to help our clients manage complex programs and change for their strategic programs and projects. In this role you will have the opportunity to work as part of a team on client projects, playing a pivotal part in ensuring the delivery of...
-
Senior Technical Consultant
1 month ago
Los Angeles, United States RecruitNRefer Full timeJob DescriptionJob DescriptionThe Senior Technical Consultant is a SyteLine developer with 5 plus years of experience who provides billable services to customers in support of their SyteLine system. Depending on your skill set, a Technical Consultant may also provide other development or technical services, which may be unrelated to SyteLine. The Senior...
-
Enterprise Resource Planning Analyst III
6 days ago
Los Angeles, California, United States L.A. Care Health Plan Full timeSalary Range: $117, Min.) - $152, Mid.) - $188, Max.) Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation's largest publicly operated health plan. Serving more than 2 million members in five health plans, we make...
-
Senior Director II, Regulatory Operations
1 month ago
Los Angeles, California, United States L.A. Care Health Plan Full timeSalary Range: $171, Min.) - $232, Mid.) - $292, Max.) Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation's largest publicly operated health plan. Serving more than 2 million members in five health plans, we make...
-
PreSales Consultant, Retail Planning
5 days ago
Los Angeles, United States Centric Software Full time**CENTRIC SOFTWARE INC** **PreSales Consultant, Retail Planning** **Sales - Los Angeles, CA - Full Time** We are looking for an experienced PreSales Business Consultant to be part of our Retail Planning and Visual Merchandising Planning team. You will be responsible for supporting sales in the major Fashion and Sporting Goods Retailers. Centric Software is...
