6 дней назад
Benefits Consultant Senior—Retirement
40 000 - 106 250$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Benefits Consultant Senior—Retirement (Retirement Plans and Benefits Compliance): Supporting 401(k), pension, and other qualified retirement plans through data analysis, plan administration, compliance testing, and regulatory reporting with an accent on pension expertise and operational accuracy. Focus on interpreting discrimination testing results, preparing Form 5500 filings, troubleshooting complex plan issues, and translating retirement data into actionable recommendations.
Location: In-office in Pittsburgh, PA or Cleveland, OH
Base salary: $40,000–$106,250 per year, plus incentive eligibility.
Company
is a financial services company offering banking and employee benefits programs.
What you will do
- Provide consulting and administrative support for 401(k), pension, and other qualified retirement plans.
- Analyze retirement plan data, identify trends, troubleshoot complex issues, and develop actionable recommendations.
- Support distributions, compliance testing, day-to-day plan administration, and regulatory filings.
- Review discrimination testing results and assist with Form 5500 preparation and review.
- Partner with clients, internal stakeholders, and outsourced benefits vendors to resolve issues and maintain operational compliance.
- Research, evaluate, and administer employee benefits, wellness, and work-life programs in accordance with federal and state regulations.
Requirements
- 3+ years of relevant or direct industry experience; a bachelor's degree is typically expected.
- Experience in retirement services, retirement plan administration, or a Third-Party Administrator environment.
- Strong knowledge of 401(k) plans, pension plans, distributions, discrimination testing, and retirement plan compliance.
- Experience with Form 5500 reporting and related regulatory requirements.
- Advanced Excel, analytical, problem-solving, troubleshooting, and client-facing communication skills.
- will not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- In-office work environment with a supportive and inclusive workplace culture.
- Medical, prescription, dental, vision, life, disability, and dependent-care benefits may be available to eligible full-time employees.
- 401(k) matching, pension, stock purchase plans, educational assistance, and wellness incentives.
- Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
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