Consultant, Retirement Plan Consulting

1 week ago


Kansas City, United States FORVIS Full time

Requisition Number2236135Description & Requirements The Retirement Plan Consulting team guides organizations through the complexities of designing and managing corporate retirement plans. We offer end-to-end services-including plan design, compliance, and investment consulting-tailored to each client's needs. By leveraging deep expertise, we help attract and retain talent while supporting fiduciary and ERISA responsibilities. What You Will Do: Review Plan census information to determine eligibility and calculate vesting Review Plan Document provisions to determine Plan is operating accordingly Analyze annual compliance exams for non-discrimination, coverage and other issues Assist with the review and processing of participant distribution and loan requests Prepare various governmental filings and notices to Plan Sponsors and participants Minimum Qualifications: Bachelor's Degree Good verbal and written communication skills Preferred Qualifications: Degree in Accounting, Finance, or related field 1+ years of relevant professional experience in retirement plan administration or accounting Current and valid professional business credential(s), including but not limited to: QKA (Qualified 401(k) Administrator), QPA (Qualified Pension Administrator), CPC (Certified Pension Consultant) or CPA (Certified Public Accountant) Proficient in Microsoft Office Suite #LI-LRA, #LI-KCMO #LI-AF1With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide. We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value. About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more. Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.



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