Retirement Plan Consultant
CPS, Inc., Fort Wayne, IN, United States
Job Description:
We’re seeking a detail-oriented
Retirement Plan Consultant
to manage and ensure compliance for our clients' defined contribution retirement plans. The ideal candidate will have a strong background in plan administration, knowledge of regulations, and excellent organizational skills.
Responsibilities
Oversee daily operations of 401(k), 403(b), and profit-sharing plans.
Process contributions, distributions, loans, and withdrawals accurately and on time.
Conduct annual compliance testing (e.g., ADP/ACP, top-heavy, 402(g) limits).
Prepare IRS Form 5500 filings and ensure ERISA/IRS compliance.
Calculate employer contributions, vesting, and matching per plan documents.
Maintain accurate records and participant data.
Communicate with participants to answer inquiries and support retirement planning.
Stay updated on retirement plan regulations and trends to advise clients.
Requirements
Qualified 401(k) Administrator (QKA) or similar certification (preferred).
2+ years’ experience in defined contribution plan administration.
Strong knowledge of ERISA, IRS, and DOL regulations.
Proficiency in Microsoft Office (Word, Excel, Outlook).
Excellent analytical, problem-solving, and organizational skills.
Strong communication skills, both verbal and written.
Benefits
Competitive salary up to $100k
Health, dental, and vision insurance
Retirement plan with employer matching
Paid time off and holidaysProfessional development opportunities
100% remote work
#J-18808-Ljbffr
We’re seeking a detail-oriented
Retirement Plan Consultant
to manage and ensure compliance for our clients' defined contribution retirement plans. The ideal candidate will have a strong background in plan administration, knowledge of regulations, and excellent organizational skills.
Responsibilities
Oversee daily operations of 401(k), 403(b), and profit-sharing plans.
Process contributions, distributions, loans, and withdrawals accurately and on time.
Conduct annual compliance testing (e.g., ADP/ACP, top-heavy, 402(g) limits).
Prepare IRS Form 5500 filings and ensure ERISA/IRS compliance.
Calculate employer contributions, vesting, and matching per plan documents.
Maintain accurate records and participant data.
Communicate with participants to answer inquiries and support retirement planning.
Stay updated on retirement plan regulations and trends to advise clients.
Requirements
Qualified 401(k) Administrator (QKA) or similar certification (preferred).
2+ years’ experience in defined contribution plan administration.
Strong knowledge of ERISA, IRS, and DOL regulations.
Proficiency in Microsoft Office (Word, Excel, Outlook).
Excellent analytical, problem-solving, and organizational skills.
Strong communication skills, both verbal and written.
Benefits
Competitive salary up to $100k
Health, dental, and vision insurance
Retirement plan with employer matching
Paid time off and holidaysProfessional development opportunities
100% remote work
#J-18808-Ljbffr