Job Details

ABOUT OUR CLIENT:

MP's Client is a full service 401(k) provider. Their services are designed to make plan administration transparent and stress-free for business owners. They believe that every dollar spent deserves a measurable return on investment. Established in 2004, MP's client is a full-service recordkeeper and third-party administrator (TPA). Their recordkeeping services include participant and plan sponsor websites, online statements, daily recordkeeping of participant accounts, processing of participant loans, distributions, and custody of plan assets. Their TPA services include plan documents, Form 5500, and nondiscrimination test preparation. The ideal 401(k) for Small and Medium-Sized Businesses. Today, they help more than 5,000 small businesses and over 145,000 participants affordably save for retirement.

WHAT YOU WILL DO:

The ERISA Compliance Consultant position will work behind the scenes to review annual testing, required IRS filings, plan documents and provide consulting services. They will be expected to work as part of a team including Relationship Managers, who manage the daily client communications; Compliance Analysts, who assist with daily administrative tasks; and other internal team members. This position has minimal exposure to clients, advisors, and CPA's.

KEY RESPONSIBILITIES:

• QC review of testing and Form 5500's from Compliance Analysts and plan document amendments from Plan Document Team
• Prepare plan documents as part of the Plan Document Team
• Review QDRO's
• Mentor and develop Compliance Analysts by providing ERISA technical guidance and QC review feedback
• Develop an expert knowledge of FT William applications used to complete testing, Form 5500's and plan documents
• Collaborate as a team by performing other tasks as requested
• Maintain a high level of knowledge of qualified plan regulations

WHAT YOU NEED:

• Bachelor's degree in accounting, finance or related business field
• 5 or more years of experience in qualified retirement plan compliance
• Experience using FT William and Relius and a proficiency in Excel
• ASPPA or NIPA credentials, preferred

ADDITIONAL INFORMATION:

• Remote
• Headquarters of office is located in Mobile, AL 36603.
• Compensation: $65k-$85k annually
• All full-time employees eligible for benefits on the 1st of the month following their hire date. Some of our benefits include 10 Paid Holidays including additional half days (July 3rd, Day After Thanksgiving, and Christmas Eve). PTO, Medical, Dental, Vision, 401(k) and more!