Experienced Plan Consultant

JOB SUMMARY

Randall & Hurley is the largest TPA firm in the Inland Northwest and Montana,
providing high-quality, high-touch retirement plan record-keeping and
administration. We are passionate about providing value to our clients and
maintaining enduring relationships.

We are seeking an experienced Senior retirement plan consultant responsible
for all aspects of administration of qualified retirement plans and building and
maintaining strong client and staff relationships. This is a full time position
remote or onsite in our Liberty Lake, Washington or Helena, Montana location.

RESPONSIBILITIES

• Manages a client base
• Assist in training of new and existing staff
• Building and maintaining relationships with brokers and advisors
• All related compliance testing (i.e. 401(a)(4), ADP/ACP, 410(b) etc.)
• Compile and review trust financial statements
• Contribution calculations
• Completion of annual nondiscrimination, coverage, and other compliance
  tests
• Prepare DC valuations, including allocating employer contributions under
  cross tested, pro-rata and integrated formulas
• Completion of Form 5500 Series, 8955-SSA, and other required
  government filings
• Communicate directly with clients and their professional advisors
  regarding plan administration and consult on plan design
• Review of participant loans and benefit payments
• Review Annual reports for other consultants
• Keep current with regulatory environment and maintain CE requirements,
  as required
• Ability to successfully organize, prioritize and manage multiple tasks
  simultaneously

MINIMUM REQUIREMENTS

• Minimum of 5-7 years of administrative experience with defined
  contribution, defined benefit/cash balance plans
• Professional designation (ASPPA, NIPA) prefered
• Bachelor’s degree in Actuarial Science, Accounting, Finance, Mathematics
  or related field
• Knowledge of retirement plan industry, ERISA, DOL & IRS regulations,
  and plan document issues
• Experience with Relius Administration, FT Williams and PensionPal, and
  BillQuick preferred
• Experience in daily recordkeeping and trading environment
• Strong MS Office skills (Word, Excel & Outlook)
• Excellent interpersonal skills, diplomacy and tact
• Commitment to excellence in client experience
• Dedicated team player
• Superior analytical skills
• Strong attention to detail

JOB TYPE

Full-Time/Exempt. Office hours are typically 8:00 am – 5:00 pm. Additional
hours may be required during busy seasons and other times as needed.

COMPENSATION AND BENEFITS

Compensation is competitive and commensurate with experience. Excellent
benefit package includes medical, dental and vision insurance, life and
disability insurance, PTO, and retirement plan.

HOW TO APPLY
Send your resume and cover letter to [email protected]