401(K) SENIOR CONSULTANT & REVIEWER

Company: CPS Inc
Location: Pawtucket
Posted on: October 24, 2024

Job Description:

CPS, Inc. http://www.cps4jobs.com http://www.cps4jobs.com USD 80000 120000 YEAR true 401(k) Senior Consultant & Reviewer RI US Posted: 10/18/2024 2024-10-18 2024-11-17 Industry: Employee Benefits & Retirement Services Job Number: 101824 Pay Rate: $80,000 - $120,000 Remote Friendly: Remote Experience: 5 years or greater Job Description 401(k) Senior Consultant/ReviewerAre you passionate about problem-solving and helping others? If so, we invite you to join this company's dedicated team at a boutique third-party administration firm specializing in 401(k) and DB/Cash Balance plan design and administration. With nearly 50 years in the business and a strong reputation for excellence, the company prides itself on its collaborative work environment and commitment to client service.Position Overview: You'll review trust accounting, testing, and 5500 forms prepared by other 401(k) plan administrators at the company, using any discrepancies as valuable teaching moments. You will also manage a caseload of 60-70 401(k) plans, averaging 10 participants each. This involves A-Z administration, including working with various recordkeepers and pooled/FBO accounts.Why Join This Company? At this company, you'll be part of a close-knit team of 15 professionals, where the only reason for turnover in the past 15 years has been retirement and one person who left after 10 years. The company offers a competitive salary commensurate with experience and a comprehensive benefits package, including:

• Paid holidays and vacation
• Health, disability, and life insurance
• Educational reimbursement
• Generous HSA and 401(k) contributions
• Popular - day Fridays in the summer
• Free snacks and meals during tax season for in-office employeesIf you're a detailed, analytical, self-motivated individual looking to make a difference, we encourage you to apply!Join this company and become part of a team that values learning, growth, and excellence in client service. We can't wait to hear from you! Job Requirements What The Company Is Looking For:
  • Experience: 6+ years in 401(k) plan administration at a TPA, with a demonstrated history of increasing responsibility. Experience reviewing trust accounting, compliance testing, and 5500 work done by other plan administrators.
  • Technical Skills: Familiarity with cross-tested, new comparability, and brokerage accounts. Experience with multiple recordkeeping platforms is a plus; Datair experience is preferred but not required.
  • Client Service: Strong client service abilities and a friendly, approachable demeanor.
  • Location: Preference for candidates in RI, AZ, IA, or FL, but the company is open to hiring from any in the Eastern or Central time zones.
  • Work Hours: Extended hours may be required during peak periods (January to April) beyond the standard 37.5-hour work week.#LI-SC1 Meet Your Recruiter Sue Czepiel
    
    Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.
    Executive Recruiter Industry Expertise: Defined Contribution, Defined Benefit, 401(k), Qualified Plans, Non Qualified Plans, ESOP, Taft-Hartley, -403(b), ERISA Compliance, Plan Administration, Conversions/Implementation, Wealth Management, Financial Advisors, Institutional Retirement Sales, WholesalingTypes of Positions: -Plan Administration, Conversions/Implementation, Compliance/ERISA, Client Relationship Manager, Education/Enroller, Sales/Wholesaling/DCIO, Wealth/Retirement Financial Advisor, Manager, Director, VP.The best part of my job: I build and maintain long term relationships. When I help a candidate advance their career and help a client hire the right person, it's a great feeling.
    • 508.242.5692
    • sczepiel@cps4jobs.com
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