Oracle Cloud ERP ยท 2 months ago
Retirement Plan Administration Consultant
Dallas, TX, United States
Full-time
Hybrid
Mid Level
$73K/yr - $113K/yr
3+ years expCetera Retirement Plan Specialists is seeking a Retirement Plan Administration Consultant to join their team. The role involves managing client caseloads, delivering compliance testing results, and consulting with clients on plan-related issues.
Information Technology & Services
Responsibilities
Maintain responsibility of client caseload management
Deliver testing results and year end packages to clients. Make sure any compliance corrections are completed timely and 5500s are signed and filed timely
Track data received/not received from clients and follow up accordingly
Consult with clients, advisors and other parties on plan related issues to develop long-term relationships
Qualification
Required
At least 3 years of Defined Contribution Plan Administration experience
Perform compliance work related to cross-testing and ADP/ACP testing for DC plans
Calculation of profit sharing contributions using new comparability allocation methods
Strong organizational skills, able to work independently in a fast paced environment to meet deadlines while maintaining attention to detail
Preferred
Cash Balance/Defined Benefit Plan Administration experience is preferred
Benefits
Competitive performance-based bonus
Company
Oracle Cloud ERP
Oracle Cloud ERP is a software as a service, SaaS, solution for businesses to control and manage multiple facets of their business.
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase