Senior Retirement Plan Consultant - Defined Contribution

Company: CPS Inc
Location: Los Angeles
Posted on: May 24, 2025

Job Description:

Senior Retirement Plan Consultant - Defined ContributionLos 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 DescriptionFully 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 skills
  • Proficiency in 401(k) plan administration and plan document interpretation
  • Experience performing contribution calculations and cross-testing including year-end valuation
  • Experience with loan, hardship, and distribution reviewing (assistance provided)
  • Ability to prepare Forms 5500 and other government filings
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Keywords: CPS Inc, Ventura , Senior Retirement Plan Consultant - Defined Contribution, Professions , Los Angeles, California