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Rea · 1 day ago

Senior Plan Consultant

United States

Full-time

Remote

Senior Level

5+ years exp

Rea is a growing Top 100 business advisory & accounting firm providing services in tax, accounting, and business consulting. The Senior Plan Consultant serves as a resource for ERISA compliance, plan design, and governmental reporting, acting as the primary contact for clients and participating in business development and client relationship management.

ConsultingFinancial ServicesLegal

Growth Opportunities

Responsibilities

Act as a mentor to Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable

Assist clients in meeting all IRD and Department of Labor deadlines necessary for qualified retirement plan

Assist clients with Service and IRD Plan terminations

Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions

Complete/Assist with payroll processing as required by the products assigned

Responsible for all aspects of valuation reports, participant statements and annual testing

Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 401(b), 415, 401(a)(4), deductibility, and 402(g)

Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable

Review distribution paperwork and coordinate processing of distributions with asset holder

Review loan paperwork and coordinate processing of loans with asset holder

Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing

Assist auditors if a plan is subject to an audit

Assist IRD and DOL auditors, if the plan is subject to an IRS or DOL audit

Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)

Assist clients with all initial and ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations

Supervises, trains, and manages workload of Coordinators and Consultants on all projects

Reviews work prepared by Coordinators and Consultants and provide review comments

Assist with other tasks and projects as assigned

Qualification

ERISA complianceQualified retirement plan credentialPlan designSupervisory skillsTeam-orientedMentoringWork planningRelationship managementCollaboration