CPS Inc
401(k) Senior Consultant & Reviewer
CPS Inc, Providence, Rhode Island, United States,
CPS, Inc.
http://www.cps4jobs.com
http://www.cps4jobs.com
USD
80000
120000
YEAR
true
401(k) Senior Consultant & Reviewer
RI
USPosted:
10/18/2024
2024-10-18
2024-11-17
Industry:
Employee Benefits & Retirement Services
Job Number:
101824
Pay Rate:
$80,000 - $120,000
Remote Friendly:
Remote
Experience:
5 years or greater
Job Description
401(k) Senior Consultant/ReviewerAre you passionate about problem-solving and helping others? If so, we invite you to join this company’s dedicated team at a boutique third-party administration firm specializing in 401(k) and DB/Cash Balance plan design and administration. With nearly 50 years in the business and a strong reputation for excellence, the company prides itself on its collaborative work environment and commitment to client service.Position Overview:
You'll review trust accounting, testing, and 5500 forms prepared by other 401(k) plan administrators at the company, using any discrepancies as valuable teaching moments. You will also manage a caseload of 60-70 401(k) plans, averaging 10 participants each. This involves A-Z administration, including working with various recordkeepers and pooled/FBO accounts.Why Join This Company?
At this company, you'll be part of a close-knit team of 15 professionals, where the only reason for turnover in the past 15 years has been retirement and one person who left after 10 years. The company offers a competitive salary commensurate with experience and a comprehensive benefits package, including:Paid holidays and vacationHealth, disability, and life insuranceEducational reimbursementGenerous HSA and 401(k) contributionsPopular ½ day Fridays in the summerFree snacks and meals during tax season for in-office employeesIf you’re a detailed, analytical, self-motivated individual looking to make a difference, we encourage you to apply!Join this company and become part of a team that values learning, growth, and excellence in client service. We can’t wait to hear from you!Job Requirements
What The Company Is Looking For:Experience:
6+ years in 401(k) plan administration at a TPA, with a demonstrated history of increasing responsibility. Experience reviewing trust accounting, compliance testing, and 5500 work done by other plan administrators.Technical Skills:
Familiarity with cross-tested, new comparability, and brokerage accounts. Experience with multiple recordkeeping platforms is a plus; Datair experience is preferred but not required.Client Service:
Strong client service abilities and a friendly, approachable demeanor.Location:
Preference for candidates in RI, AZ, IA, or FL, but the company is open to hiring from any in the Eastern or Central time zones.Work Hours:
Extended hours may be required during peak periods (January to April) beyond the standard 37.5-hour work week.#LI-SC1Meet Your Recruiter
Sue CzepielExecutive Recruiter
Industry Expertise:
Defined Contribution, Defined Benefit, 401(k), Qualified Plans, Non Qualified Plans, ESOP, Taft-Hartley, 403(b), ERISA Compliance, Plan Administration, Conversions/Implementation, Wealth Management, Financial Advisors, Institutional Retirement Sales, WholesalingTypes of Positions:
Plan Administration, Conversions/Implementation, Compliance/ERISA, Client Relationship Manager, Education/Enroller, Sales/Wholesaling/DCIO, Wealth/Retirement Financial Advisor, Manager, Director, VP.The best part of my job:
I build and maintain long term relationships. When I help a candidate advance their career and help a client hire the right person, it's a great feeling.508.242.5692sczepiel@cps4jobs.comConnect on FacebookConnect on XConnect on LinkedInApply Now:
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DC Plan AdministratorREMOTE, IL
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401k Compliance ConsultantREMOTE, AL
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http://www.cps4jobs.com
http://www.cps4jobs.com
USD
80000
120000
YEAR
true
401(k) Senior Consultant & Reviewer
RI
USPosted:
10/18/2024
2024-10-18
2024-11-17
Industry:
Employee Benefits & Retirement Services
Job Number:
101824
Pay Rate:
$80,000 - $120,000
Remote Friendly:
Remote
Experience:
5 years or greater
Job Description
401(k) Senior Consultant/ReviewerAre you passionate about problem-solving and helping others? If so, we invite you to join this company’s dedicated team at a boutique third-party administration firm specializing in 401(k) and DB/Cash Balance plan design and administration. With nearly 50 years in the business and a strong reputation for excellence, the company prides itself on its collaborative work environment and commitment to client service.Position Overview:
You'll review trust accounting, testing, and 5500 forms prepared by other 401(k) plan administrators at the company, using any discrepancies as valuable teaching moments. You will also manage a caseload of 60-70 401(k) plans, averaging 10 participants each. This involves A-Z administration, including working with various recordkeepers and pooled/FBO accounts.Why Join This Company?
At this company, you'll be part of a close-knit team of 15 professionals, where the only reason for turnover in the past 15 years has been retirement and one person who left after 10 years. The company offers a competitive salary commensurate with experience and a comprehensive benefits package, including:Paid holidays and vacationHealth, disability, and life insuranceEducational reimbursementGenerous HSA and 401(k) contributionsPopular ½ day Fridays in the summerFree snacks and meals during tax season for in-office employeesIf you’re a detailed, analytical, self-motivated individual looking to make a difference, we encourage you to apply!Join this company and become part of a team that values learning, growth, and excellence in client service. We can’t wait to hear from you!Job Requirements
What The Company Is Looking For:Experience:
6+ years in 401(k) plan administration at a TPA, with a demonstrated history of increasing responsibility. Experience reviewing trust accounting, compliance testing, and 5500 work done by other plan administrators.Technical Skills:
Familiarity with cross-tested, new comparability, and brokerage accounts. Experience with multiple recordkeeping platforms is a plus; Datair experience is preferred but not required.Client Service:
Strong client service abilities and a friendly, approachable demeanor.Location:
Preference for candidates in RI, AZ, IA, or FL, but the company is open to hiring from any in the Eastern or Central time zones.Work Hours:
Extended hours may be required during peak periods (January to April) beyond the standard 37.5-hour work week.#LI-SC1Meet Your Recruiter
Sue CzepielExecutive Recruiter
Industry Expertise:
Defined Contribution, Defined Benefit, 401(k), Qualified Plans, Non Qualified Plans, ESOP, Taft-Hartley, 403(b), ERISA Compliance, Plan Administration, Conversions/Implementation, Wealth Management, Financial Advisors, Institutional Retirement Sales, WholesalingTypes of Positions:
Plan Administration, Conversions/Implementation, Compliance/ERISA, Client Relationship Manager, Education/Enroller, Sales/Wholesaling/DCIO, Wealth/Retirement Financial Advisor, Manager, Director, VP.The best part of my job:
I build and maintain long term relationships. When I help a candidate advance their career and help a client hire the right person, it's a great feeling.508.242.5692sczepiel@cps4jobs.comConnect on FacebookConnect on XConnect on LinkedInApply Now:
Apply Online
Continue with LinikedIn
Continue with Facebook
Continue with X
Apply Later
Send an email reminder to:Email Address
Share This Job:
Login
to save this search and get notified of similar positions.Apply Online
Apply with LinkedIn
Apply with Facebook
Apply with X
Send an email reminder to:Email Address
Share This Job:
Related Jobs:
There are currently no related jobs. Please sign up for Job Alerts .
Loading...
DC Plan AdministratorREMOTE, IL
401k Compliance ConsultantREMOTE, IL
401k Compliance ConsultantREMOTE, AL
Login
to save this search and get notified of similar positions.Are you sure you want to apply for this job?
Please take a moment to verify your personal information and resume are up-to-date before you apply.Snooze message for 30 days
By checking this box, you will snooze this confirmation message 30 days, and your application will be automatically submitted with your saved information. If you wish to edit your information please visit My Profile
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