34 applicants

Company

Benetrends Financial · 1 day ago

Compliance Consultant

Montgomery County, PA

Full-time

Remote

Mid, Senior Level

$80K/yr - $100K/yr

5+ years exp

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Financial Services

Hiring Manager

Linda Ziccardi

Insider Connection @Benetrends Financial

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Responsibilities

Lead and manage IRS plan audits and DOL plan investigations.

Assist in the preparation, review and submission of EPCRS corrections.

Conduct research for associated plans and corporate transactions.

Present findings for associated plan and corporate transactions to the Senior Management team and Advisory Board.

Provide proactive educational and consultative support to internal and external clients.

Respond promptly to and resolve client inquiries.

Demonstrate proficiency in Rainmaker Product, covering banking, rollover, compliance, fair market value, appraisals, 5500s, testing, business entities, and controlled groups.

Explain plan design and document provisions effectively.

Prepare required and discretionary amendments and restatements of plan documents.

Interpret and communicate IRS, DOL, and ERISA regulations and requirements.

Exercise judgment in determining acceptable data and ensure compliance with internal and external deadlines.

Stay current on industry issues, standards, and trends.

Utilize available tools to meet or exceed clients’ needs.

Lead training to team on key ERISA topics.

Undertake special projects as needed.

Provide backup support to all other department members.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Retirement plan administrationCompliance experienceASPPA credentialsPlan administration softwareMicrosoft ExcelDefined contribution plansCustomer service skillsTime management skills

Required

High school diploma or GED

5 to 7 years of retirement plan administration, consulting, and compliance experience.

Strong time management skills and the ability to handle multiple priorities.

Excellent customer service skills.

In-depth knowledge of defined contribution retirement plans.

Preferred

College degree

ASPPA credentials of QKA, QPA, CPC and/or ERPA

Proficiency in plan administration software programs (ftwilliam.com) and Microsoft Excel

Company

Benetrends Financial

Benetrends Financial offers a full suite of small business funding options to help entrepreneurs get the funding they need for their franchise or small business startup.

Founded in 1983

Lansdale, Pennsylvania

51-200 employees