Retirement Plan ConsultantCPS, Inc. • Overland Park, KS, US
Retirement Plan Consultant
CPS, Inc. • Overland Park, KS, US
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job_description.job_card.job_descriptionFamiliar with all aspects of plan administration including required testing, Form 5500 preparation, and plan design. Knowledge of regulations related to retirement plans (IRS / DOL). Ability to interpret and maintain legal plan documents; stay current with retirement plan administration laws and regulations. Strong communication skills to explain regulatory information to clients who are not in the business. Experience with 401k plans and third-party administration and consulting is preferred. Seniority level : Mid-Senior level Employment type : Full-time Job function : Finance Industry : Staffing and Recruiting
Overview
Senior Retirement Industry Recruiter | Connecting 401k Industry Professionals to Great Opportunities
Fully remote opportunity with flexible core hours—third-party administration and consulting on 401k plans.
Arbella at CPS, Inc. is a professional recruiting matchmaker with over 6 years in the retirement industry, dedicated exclusively to the 401k sector. Arbella's expertise lies in matching retirement industry professionals with ideal career opportunities, ensuring a seamless and rewarding journey in retirement planning. Schedule a first-step interview with her today.
Responsibilities
- Consistently provides a high level of customer service in terms of response rate and problem resolution.
- Performs non-discrimination and other testing and provides strategic alternatives for correction of failures; 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.
Qualifications
Details
Location : Remote
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Retirement Plan Consultant • Overland Park, KS, US