401(k) Senior Consultant & Reviewer

CPS, Inc. USD 80000 120000 YEAR true 401(k) Senior Consultant & Reviewer RI US Posted: 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-SC1 Meet Your Recruiter Sue Czepiel Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below. Executive 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. 508.242.5692 sczepiel@ Connect on Facebook Connect on X Connect on LinkedIn Apply 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 Administrator REMOTE, IL 401k Compliance Consultant REMOTE, IL 401k Compliance Consultant REMOTE, 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 Section #J-18808-Ljbffr

Created: 2024-11-10