Location: Dallas, TX
Company: Global Channel Management
work experience in ERISA compliance or plan administration setting. 5-7 years industry experience, with 3-5 years experience in preparing Form 5500s and non-discrimination testing. Working knowledge of current record keeping system including text file and transaction capabilities is desirable.
Knowledge of current software used by the department is also preferred. Customer service experience required with strong oral and written communication skills. Remote Employee Retirement Income (ERISA )Consultant duties: Complete non-discrimination testing and Form 5500 preparation for complex plans within prescribed regulatory deadlines. Provide consultation and assistance to relationship managers
and clients regarding data inconsistencies or gaps, test results, hypothetical plan design change implications, and projected testing results. Manage the preparation of audit packages as needed in support of the Form 5500 filing process.
Work with client and client auditors to resolve inquiries regarding Form 5500 reporting requirements. Consult with new business, relationship managers and clients in the development of text files and other programming needs. Perform quality review of testing/reporting prepared by other team members and serve as technical expert to less experienced team members. Validate methodology, data and plan level parameters to ensure accurate testing/reporting for
all clients. Assist relationship manager and client in the development and execution of cure strategies for failed tests and/or in response to projected testing results.
Calculate return-of-excess amounts and attributable earnings, QNEC/QMAC, re-characterization of amounts to after-tax or catch-up as permitted by plan design.
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