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G&A Partners · 4 days ago

Retirement Plan Consultant

United States

Full-time

Remote

Mid, Senior Level

$70K/yr - $80K/yr

5+ years exp

G&A Partners is a Houston-based professional services firm that has been providing HR solutions for over 30 years. They are seeking a Retirement Plan Consultant to administer Multiple Employer 401k Plans, advising clients and participants on eligibility criteria, enrollment processes, and compliance requirements.

ConsultingHealth CareHealth InsuranceHuman Resources

Growth Opportunities

Responsibilities

Administers 401(k) new plan set ups for multiple employers and ensures compliance with applicable laws

Conducts meetings with clients to discuss and implement the steps involving the transitioning of 401(k) plans

Conduct individual and group presentations, in person or via video technology, to enhance awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and basic and advanced financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan

Actively participates in benefit fair and new employee orientations

Participates in the plan review and financial education planning process

Assists Management with targeted education campaigns to increase participation and deferral rates

Meets with participants and eligible employees to educate employees regarding plan participation

Discusses strategies for enrollment meetings, schedules, and conducts meetings accordingly either onsite or via online training

Ensures 401(k) enrollment materials are distributed to eligible employees timely

Sets up plan information with third party vendor(s) and in the appropriate benefits systems

Reviews documentation for accuracy and completeness and secures any missing information

Sets up employee plans and plan elections in the payroll system

Ensures employee 401(k) records are kept up to date for new enrollments, new loans, paid off loans, and deferral changes in all applicable benefits systems and third-party vendors

Administers 401(k) catch up and true up contributions and associated employer contributions and communicates with the accounting department to ensure proper invoicing to clients for true up amount

Administers mass transactional activities to 401(k) plans to include, but not limited to, transfer of assets from prior carrier, annual plan maintenance activities, enrollments, and bonus payroll runs

Interfaces with third party vendor(s), as well as with other departments internally within the company and externally with the clients regarding the administration of the plans

Assists auditors annually in the preparation of Form 5500 filings

Prepares reports of 401(k) employer match projections

Travel may be required for new plan enrollments as needed. Must be able to travel 25% or more during peak times of the year

Performs all assigned job duties in accordance with Company policies, procedures, and standard practices

Attends departmental and company meetings, as required

Perform other duties as assigned

Qualification

Compliance knowledgePlan design experienceADP/ACP/Top Heavy TestingMicrosoft ExcelAccountabilityMicrosoft WordMicrosoft PowerPointASPPA certificationERPA certificationCommunication skillsProblem solvingClient focus