Remote Employee Retirement Income (ERISA) Consultant
# Remote Employee Retirement Income (ERISA) Consultant **Global Channel Management, Inc.** · United States · `Remote` · `Full Time` 💼 **Уровень роли:** `Mid-level` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Himalayas (JSON API)* --- ### Top Skills & Match 🎯 **Ключевой стек роли:** `[ERISA-Consultant]` `[Retirement-Plan-Consultant]` `[Employee-Benefits-Consultant]` `[Pension-Consultant]` `[Retirement-Income-Specialist]` `[Remote-ERISA-Compliance-Specialist]` `[ERISA-Consulting]` `[Retirement-Benefits-Consulting]` `[Retirement-Services-Consultant]` --- ### About the Role Remote Employee Retirement Income (ERISA) Consultant needs 5-7 years industry experience, with 3-5 years experience in preparing form 5500s and non-discrimination testing. Remote Employee Retirement Income (ERISA ) Consultant requires: - Industry certification on (SPARK, NIPA, ASPPA, CEBS). - Bachelors degree In Business Administration or related work experience in ERISA compliance or plan administration setting. - 5-7 years industry experience, with 3-5 years experience in preparing Form 5500s and non-discrimination testing. - Working knowledge of current record keeping system including text file and transaction capabilities is desirable. Knowledge of current software used by the department is also preferred. - Customer service experience required with strong oral and written communication skills. Remote Employee Retirement Income (ERISA )Consultant duties: - Complete non-discrimination testing and Form 5500 preparation for complex plans within prescribed regulatory deadlines. - Provide consultation and assistance to relationship managers and clients regarding data inconsistencies or gaps, test results, hypothetical plan design change implications, and projected testing results. - Manage the preparation of audit packages as needed in support of the Form 5500 filing process. Work with client and client auditors to resolve inquiries regarding Form 5500 reporting requirements. - Consult with new business, relationship managers and clients in the development of text files and other programming needs. - Perform quality review of testing/reporting prepared by other team members and serve as technical expert to less experienced team members. Validate methodology, data and plan level parameters to ensure accurate testing/reporting for all clients. - Assist relationship manager and client in the development and execution of cure strategies for failed tests and/or in response to projected testing results. - Calculate return-of-excess amounts and attributable earnings, QNEC/QMAC, re-characterization of amounts to after-tax or catch-up as permitted by plan design. Originally posted on Himalayas
- ERISA-Consultant
- Retirement-Plan-Consultant
- Employee-Benefits-Consultant
- Pension-Consultant
- Retirement-Income-Specialist
- Remote-ERISA-Compliance-Specialist
- ERISA-Consulting
- Retirement-Benefits-Consulting
- Retirement-Services-Consultant
Наблюдалась 2026-10-14, впервые 2026-10-14, источник — Himalayas (JSON API).