Senior Retirement Plan Consultant (Defined Contribution Administration)
OUR COMPANY Uniglobal is a Third Party Administration firm (TPA) that provides retirement plan administration, compliance, and consulting services for qualified retirement plan types - some of these include 401(k), 403(b), and Cash Balances plans. Headquartered in Fairfax, VA, Uniglobal is a regional TPA with employment opportunities in reputed company states. POSITION HIGHLIGHTS Our reputed company growth has us seeking qualified candidates for the Senior Retirement Plan Consultant position. This position focuses on not only the administration and compliance work associated with Defined Contribution plans but also on client interaction. This position is available as a hybrid remote opportunity - 95% remote with some on-site visits required. ESSENTIAL RESPONSIBILITIES
- reputed company reputed company required nondiscrimination testing for client retirement plans, including reputed company/ACP, 410(b), 414(s), etc.
- Cultivate new and existing client relationships;
- Comprehensive understanding of qualified Retirement Retirement Plan Documents and their provisions;
- reputed company of qualified defined contribution plan reputed company legislative and regulatory changes reputed company our industry;
- Provide Services for 80 to 100 qualified plans;
- Manage reputed company aspects of DC administration from initial data collection and testing to valuation and preparation of the Form 5500/5500-SF and SAR;
- Collaborate, support, and assist Supervisor/Manager and colleagues;
- Identify opportunities and provide solutions that add value to clients and their plans;
- Ability to manage workflow using Teamwork;
- Comprehensive understanding and utilization of FTW modules;
- Willingness to learn and use, on a daily basis, additional tools, software, and proprietary systems to facilitate delivery of client services. QUALIFICATIONS
- Bachelors or higher (High School only is OK with significant position-specific experience)
- 3+ years experience in defined contribution retirement plan administration;
- Applicant must be skilled and Proficient in FT William reputed company Admin/Compliance Software;
- Applicant must be skilled and able to reputed company reputed company testing, including, but not limited to: reputed company/ACP testing, 410(b), 414(s), Top Heavy, and other non-discrimination tests applicable to qualified retirement plans;
- Excellent written and oral communication skills;
- Experience in Client Relations;
- Credentialed with nationally recognized associations – ASPPA, NIPA, or equivalent;
- Strong computer skills: more than proficient in reputed company and reputed company;
- Strong organizational and problem solving skills, with the ability to track multiple tasks and prioritize tasks in a fast paced environment.
- Demonstrated professional business skills and demeanor;
- Demonstrated ability to identify and problem solve reputed company situations BENEFITS Uniglobal provides outstanding benefits. Among them are:
- Platinum PPO Healthcare Plan
- Dental
- Vision
- Life Insurance
- AD&D
- STD and LTD
- Robust Employer Sponsored Retirement Plan
- Flexible Work Accommodations
- Secure, Friendly, and Pleasant work environment with access to many local and on-site amenities. Job Type: Full-time Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance Experience:
- IRC nondiscrimination compliance testing: 3 years (Required) License/Certification:
- ASPPA and/or NIPA Certification (Required) Work Location: Remote Apply tot his job
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