Boulay ยท 5 days ago
Retirement Plan Administration Consultant
Eden Prairie, MN
Full-time
Remote
Entry, Mid Level
2+ years exp
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Hiring Manager
Mercedes Betzina-Fehring, SHRM-CP
Insider Connection @Boulay
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Responsibilities
Prepare Forms 5500 and related schedules
Responsible for plan administration, including trust accounting and other related projects
Possess technical skills that are required to perform allocations and compliance testing for qualified plans, including ADP/ACP discrimination testing, top heavy testing, 409(p) and 415 testing
Perform ERISA research relating to employee benefit plans and payroll issues
Prepare employer contribution calculations using various allocation methods (i.e. pro-rata, permitted disparity, and cross-tested formulas)
Respond to client questions or inquiries in a timely manner
Draft and develop client communications
Identify and communicate opportunities/issues with superior
Qualification
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Required
Bachelor's Degree in Accounting, Finance, Business Administration or related field
2+ years of applicable experience with retirement plans
Knowledge of ERISA and IRS regulations pertaining to retirement plans
Ability to understand plan document language
Preferred
Experience with Employee Stock Ownership Plans (ESOPs)
Experience with Relius software
Experience with Forms 5500 and 1099-R and proficiency with preparation
Experience with compliance testing (including ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing)
ASPPA, CEBS, or NIPA certification(s)
QKA certification or actively working towards it
Benefits
401(k)
Dental insurance
Disability insurance
Employee assistance program
Flexible schedule
Health insurance
Life insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance
Work from home
Company
Boulay
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Andrea Thermos, CPA
Partner
Andrew Kremer, JD, CPA
Partner | Estate and Trust Attorney
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