Plan Document Consultant jobs in United States
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Pyramid Consulting, Inc · 3 weeks ago

Plan Document Consultant

Pyramid Consulting, Inc. is a leading Insurance Industry company, and they are seeking a Plan Document Consultant for a 12-month contract opportunity. The role involves auditing retirement plan policies, consulting on ERISA and IRS regulations, and ensuring compliance with legislative changes.

ConsultingInformation TechnologyLegalProfessional ServicesSoftwareStaffing Agency
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Conducts ongoing audits of existing retirement plan policies and practices in order to comply with legislative changes on the federal, state, or local level
Oversees responses to client requests for plan document amendments and/or restatements
Consults with clients on unique and complex issues relating to the ERISA, IRS, DOL and SEC laws and regulations with respect to qualified and non-qualified retirement plans reporting and Form 5500 filing requirements
Maintains current awareness and understanding of legislative changes, IRS rulings and expert opinions related to the processing of retirement plans
Ensures that the organization’s operational and contractual processes are in alignment with the legal retirement plan document
Provides regulatory feedback on client produced legal plan documents to the client and internal business partners
Possesses thorough knowledge of defined benefit and defined contribution retirement plans, laws, and regulatory issues such as non-discrimination testing, fiduciary responsibilities, audit guidelines, ERISA reporting and disclosure requirements, SEC, IRS, NASD, SIPC, MSRB and DOL requirements
Collaborates with internal business partners to remediate identified plan document/operational variances by providing the necessary direction to get the legal plan document and Client operations into alignment

Qualification

Retirement Plan Document ComplianceERISA RegulationsForm 5500 ReportingDefined Benefit PlansDefined Contribution Plans

Required

3+ Years Required
Retirement Plan Document Compliance
ERISA Regulations
Form 5500 Reporting

Preferred

University (Degree) Preferred
5+ Years Preferred

Benefits

Health insurance (medical, dental, vision)
401(k) plan
Paid sick leave (depending on work location)

Company

Pyramid Consulting, Inc

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Pyramid Consulting, a global leader in workforce and technology solutions, empowers individuals and organizations to transform and thrive in the most challenging and competitive markets.

H1B Sponsorship

Pyramid Consulting, Inc has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (178)
2024 (112)
2023 (95)
2022 (62)
2021 (50)
2020 (117)

Funding

Current Stage
Late Stage

Leadership Team

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Ramesh Maturu
President and Co-Founder
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Manish Kaushik
Chief Financial Officer
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Company data provided by crunchbase