Retirement Plan Consultant

  • 33300
  • Life - Other
  • |
  • California, United States
  • |
  • Feb 5, 2018
Insurance Organization
  • Full 401(k) administration including tiered PS/401(k) plans, distribution and loan paperwork
  • All compliance testing (401(a)(4), ADP/ACP, 410(b) etc.), completion of valuation reports
  • Key contact with clients and responsible for client retention and relationship. Must effectively communicate with clients and advisors to address all client issues, provide necessary research, problem solving and resolution support
  • Government Forms - preparation of IRS Form 5500, 8955, all related schedules and notices
  • Administrators must have a minimum of 5-10 years of experience in all aspects of plan administration
  • Experience with 401(k) and profit-sharing, cross tested, daily platform and balance forward plans
  • Datair knowledge preferred. Defined benefit plans a plus but not required
  • Effective verbal and writing skills are required as job includes extensive direct client contact.