Note: The job is a remote job and is open to candidates in USA. Cetera Financial Group is a leading network of independent retail broker-dealers and registered investment advisers. They are seeking a Retirement Plan Administration Consultant who will manage client caseloads, deliver compliance testing results, and consult with clients on retirement plan issues.
Responsibilities
- Maintain responsibility of client caseload management. Primary contact for assigned caseload
- Deliver testing results and year end packages to clients. Make sure any compliance corrections are completed timely and 5500s are signed and filed timely
- Track data received/not received from clients and follow up accordingly
- Consult with clients, advisors and other parties on plan related issues to develop long-term relationships
- Work with clients, advisors and other internal teams to resolve compliance issues and answer questions as they come up
Skills
- At least 3 years of Defined Contribution Plan Administration experience within a TPA
- Review and perform compliance work related to cross-testing and ADP/ACP testing for DC plans
- Calculation of profit-sharing contributions using new comparability allocation methods
- Strong organizational skills, able to work independently in a fast-paced environment to meet deadlines while maintaining attention to detail
- Cash Balance/Defined Benefit Plan Administration experience not required but is a plus
Benefits
- Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days
- 401(k) savings plan with a generous company contribution (up to 5%)
- Access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and fostering.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
- Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
- Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind
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