[Remote] Retirement Plan Administrator (TPA) / Sr. Compliance Consultant
Note:
The job is a remote job and is open to candidates in USA. Weaver Partners is seeking a Retirement Plan Administrator (TPA) / Sr. Compliance Consultant who will be responsible for managing plan administration and ensuring compliance with regulatory requirements. The ideal candidate will have hands-on experience in plan administration, excellent client communication skills, and a commitment to continuing education. Responsibilities
• Serve as main point of contact and take “ownership” for assigned clients
• Provide support to financial advisors and referral sources
• Ability to accurately interpret and apply plan document provisions
• Ensure compliance with ERISA DOL and IRS requirements
• Annual compliance testing for assigned clients (402(g), 415(c), 410(b), ADP/ACP, Top Heavy, Plan Limits etc.
• Preparation and filing of Form 5500 and related schedules
• Prepare projected and actual employer plan contribution calculations with allocation methods
• Trust accounting/financial reporting
• Custodian downloads, uploads and imports
• Contribution reconciliations
• Facilitate vesting updates with custodian
• Plan payroll processing, as needed
• Preparation of custodian correction/update forms, as needed
• Provide support to
Senior Retirement Plan Consultants and assist in training of new Associates
• Review of Retirement Plan Associate work for assigned clients
• Assist clients with locating missing participants and securing ERISA bonding
• Required Minimum Distribution (RMD) determination and processing
• Ensure proper coordination and delivery of annual required notices
• Represent the company on client calls and in client meetings, as needed
• Have a working knowledge of custodian websites and processes
• Support the retirement plan implementation, conversion, de-conversion and termination processes
• Collection and review of annual census data and employer questionnaire
• Census imports and data checks
• Determining plan eligibility
• Determining Highly Compensated Employee (HCE) and Key Employee status
• Loan and distribution support
Skills
• Must have a minimum of 2-3 years of administration experience, 8+years for high end of salary
• Must have hands-on compliance testing background and have completed 3 full cycle of testing, 10+ cycles of testing for high end of salary
• Must have prepared Form 5500 and other related schedules
• Must have Defined Contribution a plus if DB or Cash Balance included
• Must have performed Employer Calculations to be considered for higher end of salary range
• Must have Management/Team Lead/Quality Review experience to be considered for the high end of salary range
• Must have experience with multiple recordkeeping platforms
• Experience with 3(16) fiduciary responsibilities is a plus
• Experience with SRT is a plus
• Experience with MEPs, PEPs and ROBS is a plus
• ASPPA and/or NIPA credentials are a plus
Benefits
• 401(k) w/match
• Health Insurance
• PTO and more
Company Overview
• Weaver Partners is a recruitment firm that helps the retirement services and employee benefits industry.
It was founded in 2002, and is headquartered in Batavia, Illinois, USA, with a workforce of 11-50 employees. Its website isApply Now
Apply Now
The job is a remote job and is open to candidates in USA. Weaver Partners is seeking a Retirement Plan Administrator (TPA) / Sr. Compliance Consultant who will be responsible for managing plan administration and ensuring compliance with regulatory requirements. The ideal candidate will have hands-on experience in plan administration, excellent client communication skills, and a commitment to continuing education. Responsibilities
• Serve as main point of contact and take “ownership” for assigned clients
• Provide support to financial advisors and referral sources
• Ability to accurately interpret and apply plan document provisions
• Ensure compliance with ERISA DOL and IRS requirements
• Annual compliance testing for assigned clients (402(g), 415(c), 410(b), ADP/ACP, Top Heavy, Plan Limits etc.
• Preparation and filing of Form 5500 and related schedules
• Prepare projected and actual employer plan contribution calculations with allocation methods
• Trust accounting/financial reporting
• Custodian downloads, uploads and imports
• Contribution reconciliations
• Facilitate vesting updates with custodian
• Plan payroll processing, as needed
• Preparation of custodian correction/update forms, as needed
• Provide support to
Senior Retirement Plan Consultants and assist in training of new Associates
• Review of Retirement Plan Associate work for assigned clients
• Assist clients with locating missing participants and securing ERISA bonding
• Required Minimum Distribution (RMD) determination and processing
• Ensure proper coordination and delivery of annual required notices
• Represent the company on client calls and in client meetings, as needed
• Have a working knowledge of custodian websites and processes
• Support the retirement plan implementation, conversion, de-conversion and termination processes
• Collection and review of annual census data and employer questionnaire
• Census imports and data checks
• Determining plan eligibility
• Determining Highly Compensated Employee (HCE) and Key Employee status
• Loan and distribution support
Skills
• Must have a minimum of 2-3 years of administration experience, 8+years for high end of salary
• Must have hands-on compliance testing background and have completed 3 full cycle of testing, 10+ cycles of testing for high end of salary
• Must have prepared Form 5500 and other related schedules
• Must have Defined Contribution a plus if DB or Cash Balance included
• Must have performed Employer Calculations to be considered for higher end of salary range
• Must have Management/Team Lead/Quality Review experience to be considered for the high end of salary range
• Must have experience with multiple recordkeeping platforms
• Experience with 3(16) fiduciary responsibilities is a plus
• Experience with SRT is a plus
• Experience with MEPs, PEPs and ROBS is a plus
• ASPPA and/or NIPA credentials are a plus
Benefits
• 401(k) w/match
• Health Insurance
• PTO and more
Company Overview
• Weaver Partners is a recruitment firm that helps the retirement services and employee benefits industry.
It was founded in 2002, and is headquartered in Batavia, Illinois, USA, with a workforce of 11-50 employees. Its website isApply Now
Apply Now