Alliant Insurance Services · 8 hours ago
Retirement TPA Plan Consultant
New York, NY
Full-time
Remote
Mid Level
$60K/yr - $90K/yr
3+ years exp
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Hiring Manager
Lexi Miller, CDR
Insider Connection @Alliant Insurance Services
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Responsibilities
Strong understanding of IRS & ERISA Regulations;
Prepares defined contribution plan documents;
Prepares and conducts plan year end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc.;
Prepares IRS Filings (5500, 5558, 5330, etc.) and assists auditors;
Processes distributions (withdrawals, in-service, RMD’s, loans, hardships);
Maintains ongoing client contact to assist with day to day service issues and vendor management;
Works with vendors to automate process of data collection and analysis;
Maintains client and due diligence files;
Ongoing client contact to assist with day to day service issues and vendor management;
Records notes at meetings and prepares minutes for various investment committees;
Assists in completing plan applications, plan document review, and plan implementation;
Supports the 401(k) Department with general industry knowledge;
Researches and supports new initiatives to increase our efficiency, productivity, compliance and profitability;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.
Qualification
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Required
Bachelor’s degree of equivalent combination of education and experience
Three (3) or more years of related work experience
Strong understanding of IRS & ERISA Regulations
Understanding of retirement plan types and operations; as well as knowledge of ERISA guidelines and regulations
Experience with small to mid-size (250+) clients
Excellent interpersonal, relationship building, negotiating and problem solving skills
Excellent verbal and written communication skills
Excellent presentation skills with the ability to communicate information to a broad audience
Exceptional attention to detail
Ability and motivation to work independently
Good leadership and time management skills
Good planning, organizational and prioritization skills
Advanced analytical skills
Proficient in Microsoft Office products
Preferred
Professional designation (ASPPA, NIPA, etc.) or progress toward designation preferred
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Todd Schwartz
Senior Vice President
Esther Magner
Vice President and Producer for Employee Benefits Group
Recent News
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