TPA Plan Consultant I - Retirement
在阿利安特保险服务，我们致力于建立基于健康使增长成为可能的员工福利解决方案。作为顶级专业人士，致力于解决客户的健康和福利保险挑战，阿利安顿团队成员提供无与伦比的服务深度，我们的独特方法使我们能够帮助客户保持弹性并将变革转化为机会。这个职位是加入一个充满活力的，不断扩张的公司，有个人和职业发展前景的机会。作为美国五大保险经纪公司之一，Alliant 为全国各地的客户提供财产和伤害，工人赔偿，员工福利，担保和金融产品和服务。更多信息可在 www.alliant.com 上找到。总结负责编制计划文件，规划年终合规要求，提供客户服务以及每年更新关键计划数据中的分配客户的整体服务。还负责围绕采购，配置和实施定义贡献计划的所有活动。重要双重责任与责任编写了定义贡献计划文档。准备和进行计划年底不歧视测试 (ADP,ACP,Top-heavy,410(b),415,414 ((s),等。准备 IRS 文件 （5500,5558,5330等）并协助审计员。处理分配 （提款，现役，RMD,贷款，困难）.保持持续的客户联系以帮助日常服务问题和供应商管理。与供应商合作自动化数据收集和分析过程。维护客户和 Due Diligence 档案。记录会议并为各种投资委员会做出分期准备。协助完成申请，审查文件和实施计划。支持 401 (k) 部门，拥有一般行业知识。研究和支持提高我们的效率，生产力，合规性和利能力的新举措。符合机构管理系统数据标准和数据完整性 （输入并保持完整准确信息）.资格教育/经验学士学位或同等教育和经验组合 二 (2) 年以上相关工作经验 了解退休计划类型和运营以及 ERISA 指导方针和法规的知识 小到中大型 (250+) 客户专业名称 （ASPPA,NIPA 等）
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At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth. As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.
More information is available at www.alliant.com.
SUMMARY
Responsible for preparing plan documents, planning year-end compliance requirements, providing customer service, and overall service of assigned clients in updating key plan data on an annual basis. Also responsible for all activities surrounding the procurement, placement, and implementation of defined contribution plans.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Prepares defined contribution plan documents.
Prepares and conducts plan year-end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc..
Prepares IRS Filings (5500, 5558, 5330, etc.) and assists auditors.
Processes distributions (withdrawals, in-service, RMD’s, loans, hardships).
Maintains ongoing client contact to assist with day-to-day service issues and vendor management.
Works with vendors to automate the process of data collection and analysis.
Maintains client and due diligence files.
Records notes at meetings and prepares minutes for various investment committees.
Assists in completing plan applications, plan document review, and plan implementation.
Supports the 401(k) Department with general industry knowledge.
Researches and supports new initiatives to increase our efficiency, productivity, compliance, and profitability.
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree or equivalent combination of education and experience
Two (2) or more years of related work experience
Understanding of retirement plan types and operations, as well as knowledge of ERISA guidelines and regulations
Experience with small to mid-size (250+) clients
Professional designation (ASPPA, NIPA, etc.) or progress toward designation, preferred
SKILLS
Strong understanding of IRS & ERISA Regulations
Excellent interpersonal, relationship-building, negotiating, and problem-solving skills
Excellent verbal and written communication skills
Excellent presentation skills with the ability to communicate information to a broad audience
Exceptional attention to detail
Ability and motivation to work independently
Good leadership and time management skills
Good planning, organizational, and prioritization skills
Advanced analytical skills
Proficient in Microsoft Office products
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
Originally posted on Himalayas