Remote Employee Retirement Income

2 weeks ago

Dallas, TX, United States Global Channel Management Full time

About the job Remote Employee Retirement Income (ERISA) Consultant

Remote Employee Retirement Income (ERISA) Consultant needs 5-7 years industry experience, with 3-5 years experience in preparing form 5500s and non-discrimination testing.

Remote Employee Retirement Income (ERISA ) Consultant requires:

  • Industry certification on (SPARK, NIPA, ASPPA, CEBS).
  • Bachelors degree In Business Administration or related work experience in ERISA compliance or plan administration setting.
  • 5-7 years industry experience, with 3-5 years experience in preparing Form 5500s and non-discrimination testing.
  • Working knowledge of current record keeping system including text file and transaction capabilities is desirable. Knowledge of current software used by the department is also preferred.
  • Customer service experience required with strong oral and written communication skills.
Remote Employee Retirement Income (ERISA )Consultant duties:
  • Complete non-discrimination testing and Form 5500 preparation for complex plans within prescribed regulatory deadlines.
  • Provide consultation and assistance to relationship managers and clients regarding data inconsistencies or gaps, test results, hypothetical plan design change implications, and projected testing results.
  • Manage the preparation of audit packages as needed in support of the Form 5500 filing process. Work with client and client auditors to resolve inquiries regarding Form 5500 reporting requirements.
  • Consult with new business, relationship managers and clients in the development of text files and other programming needs.
  • Perform quality review of testing/reporting prepared by other team members and serve as technical expert to less experienced team members. Validate methodology, data and plan level parameters to ensure accurate testing/reporting for all clients.
  • Assist relationship manager and client in the development and execution of cure strategies for failed tests and/or in response to projected testing results.
  • Calculate return-of-excess amounts and attributable earnings, QNEC/QMAC, re-characterization of amounts to after-tax or catch-up as permitted by plan design.

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