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Defined Benefit Combo Cash Balance Compliance Consultant
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Full-time
- Our ideal candidate would be an experienced Defined Benefit Combo Cash Balance Compliance Consultant with a proven track record of amazing customer service, exemplary client retention, and extreme competitiveness to be the best at creative problem solving with appreciation for proper diplomacy.
- Assist, as needed, the Trust Accountant Accounting Department with client questions,
- Responsible for maintaining up-to-date knowledge of current ERISA legislation and anticipated legislative revisions through self-directed learning and company-sponsored training programs,
- Advanced knowledge of the Employee Retirement Income Security Act of 1974 (ERISA) and related regulations,
- Must possess understanding of integral part and aspects of Retirement Plans with a special inference on Defined Contribution Plans and Defined Benefit Plans,
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