July Business Services (JULY) is seeking an individual for Retirement Plan Consultant. The ideal candidate for this position is a person that has experience completing administration tasks for 401(k) plans, including, compliance testing, trust accounting, eligibility and contribution calculations, Form 5500s with audits, research related to compliance matters, consultations regarding ERISA items and answering questions for team members completing these tasks.
The Gig…
Provide support to internal and external clients on complex topics related to retirement plans
Responsible for quality control and review for up to 200 small and mid-sized plans
Responsible for preparation of year-end compliance projects for up to 50 small and mid-sized plans
Assisting and completing complex projects and calculations such as missed deferral opportunities and plan audits
Assisting team members with research and consultation on plan administration projects
Our Needs…
3+ Years Retirement Plan Experience with a thorough understanding of retirement plan compliance
QKA or equivalent credential
Strong attention to detail and sense of urgency
Exceptionally organized individual who juggles multiple projects with minimal oversight
Self-starting, resourceful, solution seeker who works well independently
Team player with willingness to do no matter how small or large the task
Our Benefits…
401(k) Plan with fully vested 5% employer match
Company pays 100% of employee healthinsurance
Four weeks of Paid Time Off
Ability to work remotely
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Consulting, Design, and Project Management
Industries
Financial Services
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