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Retirement Plan Consultant (1062-1)
Chicago, IL or Dayton, OH
COMPENSATION: Competitive compensation / benefits package / can accommodate
flexible working hours
SUMMARY: Consulting firm servicing organizations that sponsor retirement plans
seeks a Retirement Plan Consultant with a good understanding of qualified
retirement plan testing, alternative plan designs, and the ability to interact
well with clients, both internal/external. Experience in the 401(k) and profit
sharing (?cross-tested?) arena is preferred.
Plan design, implementation and set up
Calculation of employer contributions
Government reporting (5500, 5310, 5330)
Trust accounting and reconciliation
Balance forward recordkeeping
Plan documentation review
ASPPA and/or CEBS credentials preferred
Minimum of 3 years? experience in the administration of Qualified Plans
including DC and 401(k) (Daily Valuation and/or Balance Forward)
Strong written and oral communication
Strong time management and organization
Relius Administration/Recordkeeping Knowledge