Retirement Plan Consultant

savedayinc
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📍 CA📍 Sunnyvale📍 Sunnyvale, CA, United States📍 usFull time

About this role

Company Description

Venture-backed fintech Startup

SaveDay was founded with the vision to help people save and invest money towards their goals. We provide an easy and affordable way for individuals and businesses to set up savings and retirement plans. We offer several flexible options for workplace savings and retirement plans

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 of 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.; Responsible for answering plan compliance questions from administrators, investment advisors, consultants, and client referral sources.

Qualifications

Nice to have - Certification QPA, QPFC, ERPA, CPC

Additional Information

All your information will be kept confidential according to EEO guidelines.

Frequently Asked Questions

Is the salary disclosed for the Retirement Plan Consultant position at savedayinc?
The salary for this Retirement Plan Consultant role at savedayinc is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Retirement Plan Consultant position at savedayinc located?
This Retirement Plan Consultant role at savedayinc is based in CA, Sunnyvale, Sunnyvale, CA, United States, us. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Retirement Plan Consultant role at savedayinc full-time or part-time?
This is listed as a Full time position. It is posted as a Retirement Plan Consultant role at savedayinc.
How do I apply for the Retirement Plan Consultant position at savedayinc?
Click the "Apply Now" button on this page. You will be redirected to savedayinc's official application portal hosted on smartrecruiters where you can submit your application directly.
When was the Retirement Plan Consultant job at savedayinc posted?
This Retirement Plan Consultant position at savedayinc was posted on May 8, 2018. Apply as soon as possible — early applications are often reviewed first.
Retirement Plan Consultant
savedayinc
Apply for this role ↗

You'll be redirected to savedayinc's official application page on SmartRecruiters.