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Retirement Plan Consultant
Job in
Sunnyvale, Santa Clara County, California, 94087, USA
Listed on 2026-06-27
Listing for:
SaveDay Inc
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Job Description
- Responsible for all aspects of ERISA plan administration including Defined Benefit, 403(b), 401(k), and other defined contribution plans;
- Maintain the plans' qualified status, review plan documents;
- Help clients resolve operational and regulatory compliance issues relating to qualified and non-qualified plans;
- Complete plan administration including eligibility determination, preparation of financial statements, allocations of contributions/forfeitures, calculations of vesting percentages, loan and distribution calculations, and preparation of form 5500 and all related schedules;
- Perform nondiscrimination testing, including ADP/ACP calculations, refunds, earnings, QNECs, penalties, 414(s), 401(a)(4) etc.;
- Answer plan compliance questions from administrators, investment advisors, consultants, and client referral sources.
- Nice to have:
Certification QPA, QPFC, ERPA, CPC
All your information will be kept confidential according to EEO guidelines.
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