Senior Plan Consultant

Job Summary

A company is looking for a Senior Plan Consultant, Defined Benefit.

Key Responsibilities

• Perform nondiscrimination, coverage, and top-heavy testing for defined benefit plans
• Calculate annual required and discretionary employer contributions and identify corrective actions for testing failures
• Assist in the preparation of IRS Form 5500 and support plan audits with necessary documentation

Required Qualifications

• 5-10 years of experience in defined benefit or retirement plan administration
• Ability to read and understand complex documentation related to plan design and compliance
• Knowledge of basic accounting principles and experience with FTWilliam.com software (preferred)
• Intermediate proficiency in Microsoft Excel, including formulas and pivot tables
• Willingness to pursue professional certifications such as QPA, QKA, or CBS