Plan Termination Consultant, Futureplan

FuturePlan

Not specified (assumed to be hybrid based on industry standards).
2-3 years erisa qualified plan experience
Strong knowledge of ms office excel word outlook
Ability to process final distribution of assets
FuturePlan is seeking a Plan Termination Consultant to manage the processing of defined contribution plan terminations. The role involves ensuring compliance with regulations, effective communication with clients, and strong attention to detail

Job Summary

  • The Plan Termination Consultant manages all aspects of plan administration for an assigned caseload of clients within the nation's largest third-party administrator.
  • Responsibilities include preparing government forms, performing compliance testing, calculating employer contributions, and ensuring DOL and IRS compliance.
  • The role requires protecting confidential data while effectively communicating with clients, brokers, and staff during the plan termination process.

Matching Summary

Match Score: 85

FuturePlan is seeking a Plan Termination Consultant to manage the processing of defined contribution plan terminations. The role involves ensuring compliance with regulations, effective communication with clients, and strong attention to detail.

Skills & Requirements

Must-have

  • 2-3 years ERISA qualified plan experience
  • Strong knowledge of MS Office Excel Word Outlook
  • Ability to process final distribution of assets

Nice-to-have

  • Experience with ASC system preferred
  • Finance and accounting experience is an asset
  • Coursework in pension plan administration a plus

Key Requirements

  • High school diploma required; two or four year degree preferred
  • 2-3 years experience working with ERISA qualified plans
  • Certification coursework in pension plan administration is a plus

Work Rights

Not specified

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