TPA Plan Consultant

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

More information is available at www.alliant.com.

 

SUMMARY 

Responsible for preparing plan documents, planning year-end compliance requirements, providing customer service, and overall service of assigned clients in updating key plan data on an annual basis.  Also responsible for all activities surrounding the procurement, placement, and implementation of defined contribution plans.

ESSENTIAL DUTIES AND RESPONSIBILITIES  

Prepares defined contribution plan documents.

Prepares and conducts plan-year-end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc..

Prepares IRS Filings (5500, 5558, 5330, etc.) and assists auditors.

Processes distributions (withdrawals, in-service, RMD’s, loans, hardships).

Maintains ongoing client contact to assist with day-to-day service issues and vendor management.

Works with vendors to automate the process of data collection and analysis.

Maintains client and due diligence files.

Ongoing client contact to assist with day-to-day service issues and vendor management.

Records notes at meetings and prepares minutes for various investment committees.

Assists in completing plan applications, plan document review, and plan implementation.

Supports the 401(k) Department with general industry knowledge.

Researches and supports new initiatives to increase our efficiency, productivity, compliance, and profitability.

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).

Performs all duties in accordance with all company policies and procedures, and all federal, state, and local laws, wherein the Company operates.

Performs other duties as assigned.

QUALIFICATIONS 
EDUCATION/EXPERIENCE

Bachelor's Degree or equivalent combination of education and experience

Three (3) or more years of related work experience

Understanding of retirement plan types and operations, as well as knowledge of ERISA guidelines and regulations

Experience with small to mid-size (250+) clients

Professional designation (ASPPA, NIPA, etc.) or progress toward designation

FINRA Licenses 7, 66, or 7, 63,65

Series 65

SKILLS

Strong understanding of IRS & ERISA Regulations

Excellent interpersonal, relationship-building, negotiating, and problem-solving skills

Excellent verbal and written communication skills

Excellent presentation skills with the ability to communicate information to a broad audience

Exceptional attention to detail

Ability and motivation to work independently

Good leadership and time management skills

Good planning, organizational, and prioritization skills

Advanced analytical skills

Proficient in Microsoft Office products

#LI-DR2

#LI-REMOTE

 

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply" button.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [email protected]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits