Retirement TPA Plan Consultant
 Alliant Insurance Services | |
401(k), retirement plan
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 United States, New York, New York | |
 Nov 24, 2024 | |
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Retirement TPA Plan Consultant
New York, NY, USA * Virtual
Req #2780 Tuesday, October 29, 2024
At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth. As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com. SUMMARY
Responsible for preparing plan documents, planning year end compliance requirements, providing customer service and overall service of assigned clients in updating key plan data on an annual basis. Also responsible for all activities surrounding the procurement, placement and implementation of defined contribution plans.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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Strong understanding of IRS & ERISA Regulations;
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Prepares defined contribution plan documents;
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Prepares and conducts plan year end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc.;
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Prepares IRS Filings (5500, 5558, 5330, etc.) and assists auditors;
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Processes distributions (withdrawals, in-service, RMD's, loans, hardships);
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Maintains ongoing client contact to assist with day to day service issues and vendor management;
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Works with vendors to automate process of data collection and analysis;
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Maintains client and due diligence files;
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Ongoing client contact to assist with day to day service issues and vendor management;
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Records notes at meetings and prepares minutes for various investment committees;
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Assists in completing plan applications, plan document review, and plan implementation;
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Supports the 401(k) Department with general industry knowledge;
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Researches and supports new initiatives to increase our efficiency, productivity, compliance and profitability;
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Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
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Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's degree of equivalent combination of education and experience
Three (3) or more years of related work experience
Professional designation (ASPPA, NIPA, etc.) or progress toward designation preferred
Understanding of retirement plan types and operations; as well as knowledge of ERISA guidelines and regulations
Experience with small to mid-size (250+) clients
SKILLS
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
#LI-LM1 #LI-REMOTE We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer. For immediate consideration for this position, please click on the "Apply Now" button. Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status. If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information. For more information on Alliant Insurance Service's benefits, click here . Other details
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