CPS Inc
Senior Retirement Plan Consultant - Defined Contribution
CPS Inc, Los Angeles, California, United States, 90079
Senior Retirement Plan Consultant - Defined Contribution
Los Angeles Area, CA | Fully RemotePosted: 09/12/2023 | Industry: Employee Benefits & Retirement Services | Job Number: AS12.19.1 | Pay Rate: $75k-$85k | Experience: 5 years or greaterJob Description
Fully Remote Opportunity with Flexible Core Hours - Third Party Administration & Consulting on 401k PlansThe 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 CPAs. An assistant will help with loans and distributions processing.Responsibilities
Performs non-discrimination and other testing and provides strategic alternatives for correction of failures and presents options to improve future non-discrimination test results.Prepares signature-ready Forms 5500 and other government filings.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 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.Job Requirements
Strong client relationship skillsProficiency in 401(k) plan administration and plan document interpretationExperience performing contribution calculations and cross-testing including year-end valuationExperience with loan, hardship, and distribution reviewing (assistance provided)Ability to prepare Forms 5500 and other government filings
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Los Angeles Area, CA | Fully RemotePosted: 09/12/2023 | Industry: Employee Benefits & Retirement Services | Job Number: AS12.19.1 | Pay Rate: $75k-$85k | Experience: 5 years or greaterJob Description
Fully Remote Opportunity with Flexible Core Hours - Third Party Administration & Consulting on 401k PlansThe 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 CPAs. An assistant will help with loans and distributions processing.Responsibilities
Performs non-discrimination and other testing and provides strategic alternatives for correction of failures and presents options to improve future non-discrimination test results.Prepares signature-ready Forms 5500 and other government filings.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 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.Job Requirements
Strong client relationship skillsProficiency in 401(k) plan administration and plan document interpretationExperience performing contribution calculations and cross-testing including year-end valuationExperience with loan, hardship, and distribution reviewing (assistance provided)Ability to prepare Forms 5500 and other government filings
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