CPS, Inc. · 1 week ago
Retirement Plan Consultant
United States
Full-time
Remote
Entry, Mid Level
$0/yr - $100K/yr
2+ years expCPS, Inc. is seeking a detail-oriented Retirement Plan Consultant to manage and ensure compliance for clients' defined contribution retirement plans. The ideal candidate will have a strong background in plan administration and will be responsible for overseeing daily operations, conducting compliance testing, and advising clients on retirement plan regulations.
Recruiting
Hiring Manager
Kayla Omiecinski
Responsibilities
Oversee daily operations of 401(k), 403(b), and profit-sharing plans
Process contributions, distributions, loans, and withdrawals accurately and on time
Conduct annual compliance testing (e.g., ADP/ACP, top-heavy, 402(g) limits)
Prepare IRS Form 5500 filings and ensure ERISA/IRS compliance
Calculate employer contributions, vesting, and matching per plan documents
Maintain accurate records and participant data
Communicate with participants to answer inquiries and support retirement planning
Stay updated on retirement plan regulations and trends to advise clients
Qualification
Required
2+ years' experience in defined contribution plan administration
Strong knowledge of ERISA, IRS, and DOL regulations
Proficiency in Microsoft Office (Word, Excel, Outlook)
Excellent analytical, problem-solving, and organizational skills
Strong communication skills, both verbal and written
Preferred
Qualified 401(k) Administrator (QKA) or similar certification
Benefits
Health, dental, and vision insurance
Retirement plan with employer matching
Paid time off and holidays
Professional development opportunities
100% remote work
Company
CPS, Inc.
CPS, inc., a national full-service professional staffing firm providing permanent placement in the areas of accounting, finance, and more.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jim Clark
Partner
Kristine (Major) O’Sullivan
Partner/Sr. Division Manager
Recent News
GlobalFinTechSeries
2023-07-05
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