ERISA Consultant

Job Description

Job Description

Our company focuses on the design, implementation, and maintenance of qualified retirement plans. These plans are individually tailored for closely held businesses, and we provide complete consultation and actuarial services in one integrated company. Our practice is growing, and we are looking to hire a Retirement Plan and ERISA Consultant so we can continue servicing our clients at the level they have come to expect.

We are known in the region for developing creative retirement plan designs and programs for non- publicly traded corporate clients. The Retirement Plan and ERISA Consultant is responsible for performing a variety of administrative and analytical functions associated with the implementation and administration of defined benefit plans, including Cash Balance Pension Plans and traditional DB Plans, as well as defined contribution plans, including Profit-Sharing Plans, 401(k) Plans, and Employee Stock Ownership Plans (ESOPs).

During your employment with our company, you will become familiar with the IRS and Department of Labor filings required for qualified retirement plans, which guide the creation and maintenance of these plans.

*We are not a Law Firm; however, this position is ideally filled by a lawyer with ERISA experience.

Duties will include:

· ERISA Compliance, including preparation of Plan documents and other supporting materials.

· Assist in processing plan Distributions to Plan Participants.

· Prepare and coordinate filing of various government forms.

· Conduct research as needed.

· Preparation of various reports and analytics.

· Prepare documents for transmittal to clients and government agencies.

· Organization and creation of client files. Communicate and coordinate with the clients and other advisors.

· Communicate with internal managers to identify and address potential issues associated with Plan documents and/or reporting.

· Attend annual conferences to stay current in legal requirements.

Skills/Qualifications:

Statistical analysis, general math skills, legal compliance, organization, written communication, research skills, reporting research results, quick study, ad hoc reporting, analyzing information, EXCEL

Integrated Retirement Plan Solutions, LLC is a full service qualified retirement plan consulting company committed to helping our clients reach their retirement planning goals. We provide the vehicle by which owners of closely-held businesses are able to ensure financial security for both themselves and their employees, with the use of our individually-designed qualified retirement plans.

Company Description

Integrated Retirement Plan Solutions, LLC is a full service qualified retirement plan consulting company committed to helping our clients reach their retirement planning goals. We provide the vehicle by which owners of closely-held businesses are able to ensure financial security for both themselves and their employees, with the use of our individually-designed qualified retirement plans.