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ESOP, Senior Administration Consultant (*REMOTE*)

Company: CPS Inc
Location: Chicago
Posted on: January 16, 2022

Job Description:

Chicago , IL 60606 - Fully Remote Posted: 01/07/2022 Industry: Employee Benefits & Retirement Services Job Number: 9.27 1 KEF Pay Rate: $80,000 - $150,000 Experience: Mid-Senior Level Job Description SENIOR ESOP -ADMINISTRATION CONSULTANT This position can be located ANYWHERE in the U.S.

  • Manage a caseload of ESOP -plans and be responsible for full plan administration. -
  • Duties include:
  • Send annual administration packet each month and follow up until data is received.
  • Code census data and review census verification.
  • Asset reconciliation/trust accounting.
  • Calculate maximum contributions and check annual limitations.
  • Prepare instructions for Data Processing to run allocations on the in-house proprietary system.
  • File extensions for tax forms as needed.
  • Preparation of tax forms (including all schedules) Summary Annual Report and invoice.
  • Prepare instructions for Data Processing to process distribution packets.
  • Consult with clients and/or auditors regarding plan provisions.
  • Assist clients with IRS and DOL audits.
  • Identify problems/issues that need to be addressed by the Legal Department.
  • Prepare major portions of Form 5310 for terminating plans.
  • Review 1099 forms before sending to clients. Job Requirements SENIOR ESOP -CONSULTANT * * REMOTE * * -
    • 5+ years ESOP -plan administration experience
    • Looking for an intelligent self starter, strong independent worker who will collaborate with colleagues as needed and thrive in an autonomous environment.
    • MUST have impeccable communications skills and attention to detail.
    • Commitment to the highest level of service - accountable and reliable. Kristine Fornek
      Executive Recruiter / Market Specialist SPECIALTIES: All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc. EXPERIENCE: My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity. The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions. We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers. I'M IN THIS BUSINESS BECAUSE: There's no better feeling than helping someone realize their goals by assisting them in advancing their career. I love making that connection! My goal is to consistently build long lasting relationships with both my clients and my applicants. CLIENTS CAN COUNT ON ME BECAUSE: I pride myself on the quality of my work and I truly CARE about their needs. The better I know them, the better my understanding is as to who would fit their needs. HOBBIES: Golf, travel, stained glass, mosaics, volunteering, cooking, active with church. Login to save this search and get notified of similar positions. Related Jobs:
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Keywords: CPS Inc, Chicago , ESOP, Senior Administration Consultant (*REMOTE*), Accounting, Auditing , Chicago, Illinois

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