[Remote] Retirement Plan Administrator (TPA) / Sr. Compliance Consultant

Remote Full-time
Note:The job is a remote job and is open to candidates in USA. Weaver Partners is seeking a Retirement Plan Administrator (TPA) / Sr. Compliance Consultant who will be responsible for managing plan administration and ensuring compliance with regulatory requirements. The ideal candidate will have hands-on experience in plan administration, excellent client communication skills, and a commitment to continuing education. Responsibilities• Serve as main point of contact and take “ownership” for assigned clients• Provide support to financial advisors and referral sources• Ability to accurately interpret and apply plan document provisions• Ensure compliance with ERISA DOL and IRS requirements• Annual compliance testing for assigned clients (402(g), 415(c), 410(b), ADP/ACP, Top Heavy, Plan Limits etc.• Preparation and filing of Form 5500 and related schedules• Prepare projected and actual employer plan contribution calculations with allocation methods• Trust accounting/financial reporting• Custodian downloads, uploads and imports• Contribution reconciliations• Facilitate vesting updates with custodian• Plan payroll processing, as needed• Preparation of custodian correction/update forms, as needed• Provide support toSenior Retirement Plan Consultants and assist in training of new Associates• Review of Retirement Plan Associate work for assigned clients• Assist clients with locating missing participants and securing ERISA bonding• Required Minimum Distribution (RMD) determination and processing• Ensure proper coordination and delivery of annual required notices• Represent the company on client calls and in client meetings, as needed• Have a working knowledge of custodian websites and processes• Support the retirement plan implementation, conversion, de-conversion and termination processes• Collection and review of annual census data and employer questionnaire• Census imports and data checks• Determining plan eligibility• Determining Highly Compensated Employee (HCE) and Key Employee status• Loan and distribution supportSkills• Must have a minimum of 2-3 years of administration experience, 8+years for high end of salary• Must have hands-on compliance testing background and have completed 3 full cycle of testing, 10+ cycles of testing for high end of salary• Must have prepared Form 5500 and other related schedules• Must have Defined Contribution a plus if DB or Cash Balance included• Must have performed Employer Calculations to be considered for higher end of salary range• Must have Management/Team Lead/Quality Review experience to be considered for the high end of salary range• Must have experience with multiple recordkeeping platforms• Experience with 3(16) fiduciary responsibilities is a plus• Experience with SRT is a plus• Experience with MEPs, PEPs and ROBS is a plus• ASPPA and/or NIPA credentials are a plusBenefits• 401(k) w/match• Health Insurance• PTO and moreCompany Overview• Weaver Partners is a recruitment firm that helps the retirement services and employee benefits industry.It was founded in 2002, and is headquartered in Batavia, Illinois, USA, with a workforce of 11-50 employees. Its website is Apply tot his job
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