Senior Plan Consultant

Job Summary

Responsible for the completion of annual nondiscrimination testing and Form 5500 filings for defined benefit retirement plans, the fully remote Senior Plan Consultant will collaborate with advisors, actuaries, auditors, and plan sponsors to provide consulting on plan design, funding contributions, and compliance.

Key Responsibilities

• Perform nondiscrimination, coverage, and top-heavy testing for defined benefit plans in compliance with IRS regulations
• Calculate annual required and discretionary employer contributions based on actuarial valuations
• Consult with plan sponsors to explain testing results and assist in the preparation of IRS Form 5500 and related schedules

Required Qualifications

• 5-10 years of experience in defined benefit or retirement plan administration
• Ability to read and understand complex documentation related to defined benefit plans
• Knowledge of basic accounting principles for reconciling plan assets and liabilities
• Intermediate proficiency in Microsoft Excel, including formulas and pivot tables
• Willingness to pursue professional certifications such as QPA or QKA through ASPPA