Retirement Plan Consultant (TFG)
Core
Manage ERISA compliance for qualified retirement plans, focusing on Form 5500 filings, annual testing, and regulatory reporting.
Role type
Retirement Plan Consultant (Compliance & Administration)
Builds
Compliance reports and filings for employer retirement plans
Domain
Financial Services / Retirement Planning
Required skills
ERISA compliance, Form 5500 preparation, Non-discrimination testing (ADP/ACP, top-heavy), FT William software, PensionPro, IRS/DOL regulations, Excel
Preferred skills
ASPPA or CEBS designation (QKA, QPA, CPC)
Technologies
FT William, PensionPro, Microsoft Office
Responsibilities
Prepare and file annual Form 5500 returns; Conduct annual nondiscrimination testing; Interpret ERISA, IRS, and DOL regulations; Coordinate with plan sponsors and auditors; Consult on plan designs; Maintain compliance records.
Seniority
Mid-level, hands-on IC