Job Information
Robert Half Retirement Plan Consultant in Horsham, Pennsylvania
Description Our client is a 50+ year old, well-recognized provider of creative customized retirement plan design, consulting and administration for employers of all sizes and industries. We partner with the leading national recordkeepers and retirement institutions, financial professionals, accountants, and others to ensure the utmost quality and service for our clients and associates.
They are seeking several Retirement Plan consultants to join their rapidly growing team!
Some duties of the successful Retirement Plan Consultant will include:
Compliance and administration services for Defined Contribution Plans (401k, Profit Sharing, New Comparability Cross-Tested, Money Purchase Pension, 403b), including:
Asset and Trust reconciliations
Compliance and Nondiscrimination Testing (ADP/ACP, Coverage, Top-Heavy, 415 limits)
Employee census data reconciliation
Contribution and allocation calculations (Employer Match, Safe Harbor, Top-Heavy Minimum, New Comparability and other Profit Sharing)
Preparation of Valuation and Compliance Reports
Governmental Filings (Forms 5500, 8955-SSA, 1099-R/1096/945, 5330, etc)
Correction of compliance inaccuracies (ADP/ACP corrections, VCP submissions, etc.)
Audit support
Consulting on IRS and ERISA compliance matters
Assist with plan conversions and special projects
Consult on Plan design options Requirements
BS/BA in finance, accounting, business administration highly preferred. Will consider others with appropriate experience.
2+ years of experience in retirement plan consulting.
Form 5500
Trust Returns
Employee Benefits - ERISA
Employee Retirement Income Security Act (ERISA)
401k - RRSP Administration
Form 1099-R
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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