EPS TPA Consultant (SEC - Stratton - TN/Any Location)

General Description: 

The EPS TPA Consultant demonstrates a proficiency in managing and retaining assigned clients’ retirement plan business and handling client relation issues. The Consultant also possesses experience in providing recordkeeping and/or compliance services for various types of plans, including 401(k), 403(b), profit sharing, money purchase, etc.  Consultant assists with team projects, training, and peer review. The Consultant provides exceptional customer service and works effectively with internal teams/resources (i.e. Compliance, Legal, Producers etc.) and external vendors to maintain a successful relationship with clients and to provide overall recordkeeping and consulting services for retirement plans, including, but not limited to:

Responsibilities:  Responsible for all aspects of recordkeeping for client plans to ensure accurate processing in accordance with department service standards/deadlines and plan documents, including:

·        reconcile asset balances (trust and participant accounts) and resolve discrepancies

·        perform plan calculations when necessary, including eligibility, contributions, etc.

·        process transactions, including distribution and loan requests, forfeitures, etc.

·        ensure compliance with plan document & IRS/DOL regulations as well as plan administrative practices

·        participate in peer review process to ensure accuracy

·        maintain accurate and timely recording of work tracking logs

Maintain day-to-day client contact for inquiries on assigned plans. Correspond with clients, team members, Producers & Relationship Managers to help manage client relationships and respond to all client or participant calls/emails within 4 business hours. 

Prepare IRS Form 5500/SAR, audit packages, MRDs, required compliance tests, including but not limited to:

·        ADP/ACP, Top Heavy, 402g, 410(b), 415 tests

·        gather and reconcile required data

·        review consistency in process, procedures, client questionnaires, etc.

·        manage deadlines and complete assigned portions of checklists

·        communicate with clients/auditors as necessary to respond to questions or requests for information

·        review results, and present results/reports to clients

Work with Sr. Consultant/Team Leader to identify which projects are part of core services or those that may requiring additional billing. Complete required tracking spreadsheet for projects and non-core TPA services to ensure proper client invoicing.

Complete special projects as applicable.

Knowledge, Skills and Abilities:

·        Bachelor’s or Associates Degree in Mathematics, Business, Finance or Accounting preferred or equivalent experience 1-2 years

·        Strong computer skills. Solid knowledge of Windows environment, including Word & Excel

·        Excellent mathematical aptitude.  Detailed and organized.  Able to multi-task.

·        Ability to meet all client deliverables requiring extended working hours during peak work periods

·        Excellent communication, accounting and interpersonal skills

·        4 or more years related TPA/retirement experience required; ASPPA RPF certificate completion preferred or willing to obtain

·        Relius Administration experience a plus