Retirement Plan Consultant

  • Sonora Ct, Sunnyvale, CA 94086, USA
  • Full-time

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.