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Retirement Plan Administration Consultant

Remote: 
Full Remote
Contract: 
Freelance
Experience: 
Mid-level (2-5 years)
Work from: 
Minnesota (USA), United States

Offer summary

Qualifications:

Bachelor’s Degree in Accounting or related field, 2+ years of experience with retirement plans, Knowledge of ERISA and IRS regulations, Ability to understand plan document language, Experience with compliance testing preferred.

Key responsabilities:

  • Prepare Forms 5500 and schedules
  • Manage plan administration and accounting tasks
  • Conduct compliance testing for qualified plans
  • Perform ERISA research on benefit plans
  • Communicate with clients and develop communications
Boulay logo
Boulay SME https://boulaygroup.com/
201 - 500 Employees
About Boulay
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services. Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you and integrating our depth of experience in accounting, tax and other financial services designed to “help you get there.” Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201 Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc. Prime Global is not affiliated with ValMark Securities, Inc. and ValMark Advisers, Inc. Third party posts do not reflect the views of ValMark Securities, Boulay PLLP or Boulay Financial Advisors, LLC, and have not been approved prior to posting.
See more Boulay offers

Job description

We are currently seeking a talented and enthusiastic individual to join our Retirement Plan Administration Department.  This team specializes in providing services to develop employee benefits programs that meet our client’s needs. Our services go beyond implementation. We continue to monitor and analyze our client’s benefits program and make recommendations to keep them current, competitive, cost-effective, and in full compliance with regulatory requirements.

With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones.

We want to help you build a career fit for your life.

 If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.

Responsibilities

·         Prepare Forms 5500 and related schedules 

·         Responsible for plan administration, including trust accounting and other related projects 

·         Possess technical skills that are required to perform allocations and compliance testing for qualified plans, including ADP/ACP discrimination testing, top heavy testing, 409(p) and 415 testing 

·         Perform ERISA research relating to employee benefit plans and payroll issues 

·         Prepare employer contribution calculations using various allocation methods (i.e. pro-rata, permitted disparity, and cross-tested formulas) 

·         Respond to client questions or inquiries in a timely manner  

·         Draft and develop client communications  

·         Identify and communicate opportunities/issues with superior 

Requirements

 Required

·         Bachelor’s Degree in Accounting, Finance, Business Administration or related field 

·         2+ years of applicable experience with retirement plans  

·         Knowledge of ERISA and IRS regulations pertaining to retirement plans 

·         Ability to understand plan document language 

Preferred

·         Experience with Employee Stock Ownership Plans (ESOPs) 

·         Experience with Relius software 

·         Experience with Forms 5500 and 1099-R and proficiency with preparation 

·         Experience with compliance testing (including ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing) 

·         ASPPA, CEBS, or NIPA certification(s) 

·         QKA certification or actively working towards it 

Benefits

  • 401(k)
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Tuition reimbursement
  • Vision insurance
  • Work from home

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

FinanceNon-Discrimination TestingTrust LawsForm 5500Business CommunicationIRS RegulationsAccountingCompliance TestingRetirement PlanningEmployee Stock Purchase Planning

Other Skills

  • Business Administration
  • Analytical Thinking
Are you interested?

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