Note: The job is a remote job and is open to candidates in USA. CPS, Inc. is seeking an experienced Retirement Plan Consultant to advise clients on the compliance, design, and administration of defined contribution and defined benefit retirement plans. The role manages client relationships, conducts compliance testing, interprets plan documents and regulations, and provides recommendations to plan sponsors.
Responsibilities
- Manage day-to-day relationships for an assigned caseload of retirement plans
- Interpret plan documents and consult with clients on compliance, IRS regulations, and plan enhancements
- Review hands-on compliance testing, including ADP/ACP, coverage, and nondiscrimination testing
- Communicate results and recommendations clearly to plan sponsors
- Set appropriate client expectations while delivering exceptional service
- Collaborate with the team and consistently demonstrate honesty, reliability, and accountability
Skills
- 5+ years of retirement plan administration experience
- Strong hands-on experience with compliance testing and interpreting test results
- Solid knowledge of 401(k) plan documents, ERISA, and IRS regulations
- Strong client-facing and consulting skills
- Ability to manage multiple plans and priorities independently
- ASPPA and/or NIPA designation preferred
Benefits
- Remote position
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