Note: The job is a remote job and is open to candidates in USA. PCS Retirement is a consulting firm that provides plan document, compliance, consulting, and government reporting services to a diverse client base. The Plan Consultant II is responsible for conducting annual nondiscrimination testing and completing IRS Form 5500 for various retirement plans, while collaborating with advisors, auditors, and plan sponsors on plan issues and contributions.
Responsibilities
- Performs Nondiscrimination, Top Heavy & Coverage Testing for defined contribution plans
- Calculates retirement plan contributions and allocations, including Safe Harbor allocations, discretionary match and profit sharing
- Calculates corrective actions for failures in annual testing
- Consult and explain the results of the testing and any required corrections
- Preparation of IRS Form 5500-SF, 5500-EZ and assists with preparation of Form 5500 with schedules
- Assist with plan audit support, including reconciliations and preparation of assets and other plan reports
- Assist with accumulating data and reconciling assets for conversion plans
- Exceed internal and compliance deadlines
- Other duties as assigned
Skills
- 3-5 years of experience preferred
- Ability to read and understand complex documentation surrounding 401k plans
- Knowledge of basic accounting principles and ability to apply knowledge to complete asset reconciliations for all plans
- Ability to reconcile transactions/assets on the Trust Statement
- Intermediate skillset in Microsoft Excel
- Must be moldable and willing to learn and grow in a dynamic work culture
- Self-Starter, highly self-motivated, ability to work independently and problem-solve
- Ability to effectively prioritize and execute tasks while under pressure
- Ability to meet seasonal deadlines based on IRS and Department of Labor regulations
- Strong listening, interpersonal, written and oral communication skills
- Strong attention to detail
- PensionPro and FT Williams software experience preferred
- QKA Certification preferred
Benefits
- 401(k) match
- Medical
- Dental
- Vision
- Life insurance
- Short and long term disability
- Paid-time off
Company Overview
Professional Capital Services is an independent provider of retirement plan solutions. It was founded in 2001, and is headquartered in Philadelphia, Pennsylvania, USA, with a workforce of 201-500 employees. Its website is https://www.pcsretirement.com/.Company H1B Sponsorship
PCS Retirement has a track record of offering H1B sponsorships, with 1 in 2025, 6 in 2024, 1 in 2023, 4 in 2022, 8 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.