Retirement Plan Consultant (Fully Remote)

• Prepare, review, and submit annual Form 5500 filings and related schedules while ensuring accuracy and compliance.
• Conduct annual nondiscrimination testing, including ADP/ACP, top-heavy, coverage, and other required compliance tests.
• Interpret and apply ERISA, IRS, and DOL regulations to support retirement plan administration decisions.

Requirements:

• 3–7 years of experience in ERISA compliance, nondiscrimination testing, and Form 5500 preparation.
• Hands-on experience with FT William software, including compliance and Form 5500 modules.
• Strong understanding of IRS and DOL regulations related to qualified retirement plans.
• Competitive annual salary range of $65,000–$75,000 depending on experience.
• Fully remote work environment with flexibility across U.S. time zones.
• Comprehensive benefits package including medical, dental, vision, life, and disability coverage.

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The partner company specializes in retirement plan compliance and administration services. It fosters a collaborative, remote culture with a focus on employee growth and work-life balance.