Rea
Rea is a growing Top 100 business advisory & accounting firm providing our clients services intax, accounting, and business consulting.We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio and Florida, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.
The
Senior Plan Consultant
serves as a resource for matters related to ERISA compliance, plandesignand governmental reporting. This person is the single point of contact for employer, financialprofessionand plan sponsor for their accounts. The Senior Plan Consultant will be critical member of the vertical leadership team and activelyparticipateinthe marketing,networkingand business development within an area of expertise and specialization whilemaintainingclient relationships and acting as the primary contact for complex questions.
Responsibilities
Act as a mentor to Plan Coordinators, collaborating to meet or exceed defined businessobjectives, firmgoalsand client obligations, as applicable.
Assistclients in meeting all IRD and Department of Labor deadlines necessary for qualified retirement plan
Assistclients with Service and IRD Plan terminations
Maintain up-to dateknowledge of present legislation and proposed legislative changeswith regard toERISA law through self-study and company-sponsored training sessions
Complete/Assist with payroll processing as required by the products assigned
Responsible for all aspects of valuation reports, participantstatementsand annual testing
Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 401(b), 415, 401(a)(4), deductibility, and 402(g)
Work with assigned coordinator(s) to provide compliant andaccuratevaluation reports, participantstatements, trust accounting, annual testing and reporting as applicable
Review distribution paperwork and coordinate processing of distributions with asset holder
Review loan paperwork and coordinate processing of loans with asset holder
Review or prepares Form 5500 and coordinate with plan sponsor to help ensuretimelyfiling
Assistauditors if a plan is subject to an audit
Assist IRD and DOLauditors, if the plan is subject to an IRS or DOL audit
Coordinate with all applicable parties, both internal and external, to ensureaccurateconversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)
Assistclients with allinitialand ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations
Supervises, trains, and managesworkloadof Coordinators and Consultants on all projects
Reviewswork prepared by Coordinators and Consultants and provide review comments
Assistwith other tasks and projects as assigned
Qualifications
Bachelor’sin accounting or equivalentrequired
5+ years of ERISA experience in the retirement industry
Qualified retirement plan credentialrequired(ASPPA)
Team-Oriented
Ability to act as a mentor, collaborating to meet or exceed defined businessobjectives, firmgoalsand client obligations, as applicable
Ability to effectively plan and assign work and supervise support staff
Ability to effectively manage multiple referral relationships between business partners (internal and external)
Rea
offers a wide variety of benefits to help support our employees' health, wellness and financial goals.
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Training & Development
'Work From Anywhere' option
Wellness Resources
Four (4) weeks PTO
Twelve (12) paid holidays, of which three (3) are floating holidays
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The
Senior Plan Consultant
serves as a resource for matters related to ERISA compliance, plandesignand governmental reporting. This person is the single point of contact for employer, financialprofessionand plan sponsor for their accounts. The Senior Plan Consultant will be critical member of the vertical leadership team and activelyparticipateinthe marketing,networkingand business development within an area of expertise and specialization whilemaintainingclient relationships and acting as the primary contact for complex questions.
Responsibilities
Act as a mentor to Plan Coordinators, collaborating to meet or exceed defined businessobjectives, firmgoalsand client obligations, as applicable.
Assistclients in meeting all IRD and Department of Labor deadlines necessary for qualified retirement plan
Assistclients with Service and IRD Plan terminations
Maintain up-to dateknowledge of present legislation and proposed legislative changeswith regard toERISA law through self-study and company-sponsored training sessions
Complete/Assist with payroll processing as required by the products assigned
Responsible for all aspects of valuation reports, participantstatementsand annual testing
Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 401(b), 415, 401(a)(4), deductibility, and 402(g)
Work with assigned coordinator(s) to provide compliant andaccuratevaluation reports, participantstatements, trust accounting, annual testing and reporting as applicable
Review distribution paperwork and coordinate processing of distributions with asset holder
Review loan paperwork and coordinate processing of loans with asset holder
Review or prepares Form 5500 and coordinate with plan sponsor to help ensuretimelyfiling
Assistauditors if a plan is subject to an audit
Assist IRD and DOLauditors, if the plan is subject to an IRS or DOL audit
Coordinate with all applicable parties, both internal and external, to ensureaccurateconversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)
Assistclients with allinitialand ongoing plan design and document support, including understanding their responsibilities with IRS and Department of Labor regulations
Supervises, trains, and managesworkloadof Coordinators and Consultants on all projects
Reviewswork prepared by Coordinators and Consultants and provide review comments
Assistwith other tasks and projects as assigned
Qualifications
Bachelor’sin accounting or equivalentrequired
5+ years of ERISA experience in the retirement industry
Qualified retirement plan credentialrequired(ASPPA)
Team-Oriented
Ability to act as a mentor, collaborating to meet or exceed defined businessobjectives, firmgoalsand client obligations, as applicable
Ability to effectively plan and assign work and supervise support staff
Ability to effectively manage multiple referral relationships between business partners (internal and external)
Rea
offers a wide variety of benefits to help support our employees' health, wellness and financial goals.
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Training & Development
'Work From Anywhere' option
Wellness Resources
Four (4) weeks PTO
Twelve (12) paid holidays, of which three (3) are floating holidays
#J-18808-Ljbffr