Plan Document Consultant

Immediate need for a talented Plan Document Consultant. This is a 12 Months contract opportunity with long-term potential and is located in Charlotte or Frisco(Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job Diva ID:  25-95830 

Pay Range: $30/hour to 35.40/hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities;

• Conducts ongoing audits of existing retirement plan policies and practices in order to comply with legislative changes on the federal, state, or local level.
• Oversees responses to client requests for plan document amendments and/or restatements.
• Consults with clients on unique and complex issues relating to the ERISA, IRS, DOL and SEC laws and regulations with respect to qualified and non-qualified retirement plans reporting and Form 5500 filing requirements.
• Maintains current awareness and understanding of legislative changes, IRS rulings and expert opinions related to the processing of retirement plans.
• Ensures that the organization’s operational and contractual processes are in alignment with the legal retirement plan document.
• Provides regulatory feedback on client produced legal plan documents to the client and internal business partners.
• Possesses thorough knowledge of defined benefit and defined contribution retirement plans, laws, and regulatory issues such as non-discrimination testing, fiduciary responsibilities, audit guidelines, ERISA reporting and disclosure requirements, SEC, IRS, NASD, SIPC, MSRB and DOL requirements.
• Collaborates with internal business partners to remediate identified plan document/operational variances by providing the necessary direction to get the legal plan document and Client operations into alignment.

Educational Requirements

• Key skills; Retirement Plan Document Compliance
• ERISA Regulations
• Form 5500 Reporting
• University (Degree) Preferred
• 3 Years Required; 5 Years Preferred
• Physical Requirements: Sedentary Work

 
 
Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration

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