Retirement Plan Consultant

Alliant Insurance Services•New York, NY

13h

About The Position

SUMMARY Responsible for preparing plan documents, planning year end compliance requirements, providing customer service and overall service of assigned clients in updating key plan data on an annual basis. Also responsible for all activities surrounding the procurement, placement and implementation of defined contribution plans. ESSENTIAL DUTIES AND RESPONSIBILITIES Strong understanding of IRS & ERISA Regulations; Prepares defined contribution plan documents; Prepares and conducts plan year end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc.; Prepares IRS Filings (5500, 5558, 5330, etc.) and assists auditors; Processes distributions (withdrawals, in-service, RMD’s, loans, hardships); Maintains ongoing client contact to assist with day to day service issues and vendor management; Works with vendors to automate process of data collection and analysis; Maintains client and due diligence files; Ongoing client contact to assist with day to day service issues and vendor management; Records notes at meetings and prepares minutes for various investment committees; Assists in completing plan applications, plan document review, and plan implementation; Supports the 401(k) Department with general industry knowledge; Researches and supports new initiatives to increase our efficiency, productivity, compliance and profitability; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Other duties as assigned. Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates. Performs other duties as assigned.

Requirements

Strong understanding of IRS & ERISA Regulations
Bachelor's Degree of equivalent combination of education and experience
Three (3) or more years of related work experience
Understanding of retirement plan types and operations; as well as knowledge of ERISA guidelines and regulations
Experience with small to mid-size (250+) clients
Excellent interpersonal, relationship building, negotiating and problem solving skills
Excellent verbal and written communication skills
Excellent presentation skills with the ability to communicate information to a broad audience
Exceptional attention to detail
Ability and motivation to work independently
Good leadership and time management skills
Good planning, organizational and prioritization skills
Advanced analytical skills
Proficient in Microsoft Office products

Nice To Haves

Professional designation (ASPPA, NIPA, etc.) or progress toward designation

Responsibilities

Preparing plan documents
Planning year end compliance requirements
Providing customer service
Updating key plan data on an annual basis
Procurement, placement and implementation of defined contribution plans
Preparing defined contribution plan documents
Conducting plan year end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc.
Preparing IRS Filings (5500, 5558, 5330, etc.) and assists auditors
Processing distributions (withdrawals, in-service, RMD’s, loans, hardships)
Maintaining ongoing client contact to assist with day to day service issues and vendor management
Working with vendors to automate process of data collection and analysis
Maintaining client and due diligence files
Recording notes at meetings and prepares minutes for various investment committees
Assisting in completing plan applications, plan document review, and plan implementation
Supporting the 401(k) Department with general industry knowledge
Researching and supporting new initiatives to increase our efficiency, productivity, compliance and profitability
Complying with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Performing other duties as assigned