Retirement Plan Consultant – Remote or in Denver, CO
Retirement Plan Consultant – Remote or in Denver, CO
CPS, Inc.
Denver, CO
Over 200 applicants
See who CPS, Inc. has hired for this role
No longer accepting applications
Daily responsibilities include:
- Effectively communicate internally and with clients, advisors, and other professionals
- Expierence holding an assigned block of business, preferably out of a TPA setting.
- Experience in Defined Contribution and/or Defined Benefit plans will be considered.
- Perform compliance testing (ADP/ACP, 410(b), 401(a)(4), 402(g), 416 and 415 limits)
- Allocations, Reconciliations and Terminations of plan experience is necessary.
- Preparation of Forms 5500-SF and 8955-SSA
- Reconciliation of trust assets.
- Effectively communicate internally and with clients, advisors, and other professionals
- Plan Document amendments and restatements as needed.
- Knowledge of Relius, Datair, Pension Pro, ASC or similar system is preferred.
- Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information
- At least 2+ years of retirement plan administration experience
- No designations required but always appreciated.
- Experience with around 100 plans.
- TPA background.
- A proven track record of accurately and efficiently performing valuation and trust accounting work for retirement plans.
- Strong organizational skills and the ability to work independently.
- Proficiency in Excel, Word and Outlook
- Ability to work within stringent deadlines that sometimes require extra hours during our busy season.
- Excellent client communication skills
- Ability to handle duties with confidentiality and extreme professionalism.
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Seniority level
Not Applicable -
Employment type
Full-time -
Job function
Finance -
Industries
Staffing and Recruiting
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