Location: Phoenix, AZ
Company: Pinnacle Plan
and interpretation of the plan document specifications and application to the employee/participant; Prepare optimum contribution allocation; Review reconciled trust accounts to plan accounts; Perform non-discrimination testing; Calculate minimum required contribution, maximum deductible and recommended contribution for the DB plan; Calculate maximum benefits (415(b)) as needed; Prepare IRS Forms 5558, 5330, and 5500 (including Schedule SB) and, from time to time, Forms 5307 and 5310, and PBGC Forms; Calculate required minimum distributions; Prepare Excel testing and contribution file for comparison to pension software file output; Identify highly compensated and key employees and assure minimum
allocations to non-highly compensated and non-key employees are met; Review distribution and loan disclosures and paperwork based upon plan provisions; Utilize and maintain database fields tracking plan provisions, contact information, receipt of client data, and updated client information; Prepare plan termination submission as applicable (i.
e. PBGC, IRS) Review draft amendments and plan documents; Communicate (when directed) with client, accountant, attorney and investment advisor on consulting issues. Maintain responsibility of client caseload management. Track data received and not received and follow up with related parties to receive data. Review participant disclosures and notifications.
Identify potential plan redesign opportunities. Knowledge, Skills and Abilities Knowledge of IRS/ERISA regulations and funding methods; Minimum 5 years' experience in third party administration Defined contribution plan administration and/or Defined benefit plan administration
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Consulting jobs refer to positions where individuals provide expert advice to organizations or individuals in a specific field. These roles are characterized by problem-solving, strategic thinking, and a focus on optimizing business processes or improving organizational performance. Consultants often work for consulting firms or as independent contractors and engage in project-based work, which may involve travel and working with diverse clients. The nature of consulting provides exposure to varied industries and requires strong analytical and interpersonal skills.
Consulting jobs refer to positions where professionals provide expert advice to organizations or individuals in a specific area, such as management, technology, finance, or law. Consultants analyze challenges, formulate strategies, and implement solutions to improve client performance. These roles are characterized by project-based work, potential for high-travel, interaction with diverse clients, analytical problem-solving, and often require strong communication skills. Flexibility, adaptability, and the ability to swiftly understand various business contexts are key traits of successful consultants.
