KPM CPAs & Advisors
Join to apply for the Employee Benefit Plan Advisor role at KPM CPAs & Advisors.
KPM is seeking a client-based employee benefit plan administrator and advisor to join our team.
At KPM, we understand how much work affects your life. That’s why we’re dedicated to making KPM one of the best places to work. We recognize our professionals are at their best when provided with the opportunity to experience a full family and personal life and a challenging and rewarding career with growth potential. KPM provides a range of professional development opportunities and makes mentorship a focus. We also provide a competitive salary and benefits package. See what makes us different. A career at KPM simply adds up.
The ideal candidate will have the skills necessary to expand the service line and help service our existing and growing client base.
Responsibilities
Develop and implement marketing strategies designed to expand KPM’s retirement plan administration service line, including participation in relevant networking functions, such as conferences, events, etc.
Engage internal marketing for branding, standardization of client-facing documents, and overall marketing opportunities, including speaking engagements; present client and participant education opportunities in-person and virtually
Develop ongoing and time-relevant industry related content including upcoming regulatory topics and changes impacting retirement landscape and planning
Serve as a point-of-contact for employee questions regarding their plan; have a thorough understanding of each plan’s individual documents and help ensure compliance with ERISA and other applicable rules & regulations
Administer daily retirement plan activities on behalf of client participants
Enroll employees in the plan, process contributions and coordinate with each plan’s investment manager
Process participant distribution and hardship requests
Support plan compliance including mandatory action such as fee disclosure notices, qualified default investment choice, summary plan descriptions, etc.
Prepare IRS Form 5500, including working with third-party vendors as required to meet filing deadlines
Review and balance total contributions for all clients annually for non-discrimination testing
Other duties or projects as deemed necessary
Qualifications
5+ years client-service/account manager experience
5+ years 401(k) administration experience
Bachelors degree in business related field
Proven business development experience
Excellent verbal & presentation skills
Specialized knowledge of ERISA, IRS & DOL rules & regulations governing 401(k) plan administration
High level of adaptability & flexibility to meet the changing needs of the business
Attentive to details & strong follow-up skills
Ability to protect & maintain confidential information
Strong interpersonal skills with a client-based focus
Excellent written communication skills
Since 1966, KPM has served a variety of industries and clientele, providing accounting, audit, tax, and consulting services to help clients prosper. KPM is the largest locally owned accounting firm in Southwest Missouri and was recently again ranked one of the Best Accounting Firms to Work for and one of the top 20 firms in the Midwest by Accounting Today in addition to being a top 300 firm nationwide by INSIDE Public Accounting. The firm also is a member of the PrimeGlobal Alliance and has office locations in Springfield and Branson.
KPM is an equal opportunity employer and employer decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, sex, sexual orientation, age, religion, or creed, disability, national origin, or any other protected status.
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KPM is seeking a client-based employee benefit plan administrator and advisor to join our team.
At KPM, we understand how much work affects your life. That’s why we’re dedicated to making KPM one of the best places to work. We recognize our professionals are at their best when provided with the opportunity to experience a full family and personal life and a challenging and rewarding career with growth potential. KPM provides a range of professional development opportunities and makes mentorship a focus. We also provide a competitive salary and benefits package. See what makes us different. A career at KPM simply adds up.
The ideal candidate will have the skills necessary to expand the service line and help service our existing and growing client base.
Responsibilities
Develop and implement marketing strategies designed to expand KPM’s retirement plan administration service line, including participation in relevant networking functions, such as conferences, events, etc.
Engage internal marketing for branding, standardization of client-facing documents, and overall marketing opportunities, including speaking engagements; present client and participant education opportunities in-person and virtually
Develop ongoing and time-relevant industry related content including upcoming regulatory topics and changes impacting retirement landscape and planning
Serve as a point-of-contact for employee questions regarding their plan; have a thorough understanding of each plan’s individual documents and help ensure compliance with ERISA and other applicable rules & regulations
Administer daily retirement plan activities on behalf of client participants
Enroll employees in the plan, process contributions and coordinate with each plan’s investment manager
Process participant distribution and hardship requests
Support plan compliance including mandatory action such as fee disclosure notices, qualified default investment choice, summary plan descriptions, etc.
Prepare IRS Form 5500, including working with third-party vendors as required to meet filing deadlines
Review and balance total contributions for all clients annually for non-discrimination testing
Other duties or projects as deemed necessary
Qualifications
5+ years client-service/account manager experience
5+ years 401(k) administration experience
Bachelors degree in business related field
Proven business development experience
Excellent verbal & presentation skills
Specialized knowledge of ERISA, IRS & DOL rules & regulations governing 401(k) plan administration
High level of adaptability & flexibility to meet the changing needs of the business
Attentive to details & strong follow-up skills
Ability to protect & maintain confidential information
Strong interpersonal skills with a client-based focus
Excellent written communication skills
Since 1966, KPM has served a variety of industries and clientele, providing accounting, audit, tax, and consulting services to help clients prosper. KPM is the largest locally owned accounting firm in Southwest Missouri and was recently again ranked one of the Best Accounting Firms to Work for and one of the top 20 firms in the Midwest by Accounting Today in addition to being a top 300 firm nationwide by INSIDE Public Accounting. The firm also is a member of the PrimeGlobal Alliance and has office locations in Springfield and Branson.
KPM is an equal opportunity employer and employer decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, sex, sexual orientation, age, religion, or creed, disability, national origin, or any other protected status.
#J-18808-Ljbffr