General Description:

The Retirement Plan Consultant position will be trained to or will possess experience in providing recordkeeping and compliance services for various types of retirement plans including: 401(k), Profit Sharing, Defined Benefit, and Defined Contribution.  This role will assist with retirement plan administration, team projects, and peer review among various other functions.

Responsibilities: 

Responsible for aspects of recordkeeping client plans to ensure accurate processing in accordance with DOL standards and deadlines including:

• Reconcile asset balances (trust and participant accounts) and resolve discrepancies
• Perform plan calculations including eligibility, contributions, vesting, etc.
• Ensure compliance with plan document & IRS/DOL regulations, as well as plan administrative practices
• Participate in peer review process to ensure accuracy
• Prepare IRS Form 5500/SAR, audit packages, required compliance tests, including but not limited to:

ADP/ACP, Top Heavy, 402g, 410(b), 415 tests

Gather and reconcile required data

Manage deadlines and complete assigned portions of work load

Communicate with clients to respond to questions or requests for information

Complete special projects as applicable

Knowledge, Skills and Abilities:

• Bachelor’s Degree in Accounting, Finance, Business, Statistics or Related Field preferred
• Strong computer skills in Microsoft Systems including Excel
• Excellent mathematical aptitude
• Detailed oriented
• Strong organization skills
• Multi-tasking
• Excellent communication, accounting, interpersonal skills, and problem solving

About the Company

Small Hagerstown, MD based “niche” accounting and consulting practice that has been in business for 28 years. Competitive salary and benefits offered.  Please send resumes to mattb@tigerseyebenefits.com.