ESOP Consultant Hayward CA Consultant Onsite Manufacturing
WHAT YOU WILL BE DOING
A clear understanding of technical issues and the ability to clearly demonstrate both orally and in writing.
The ability to communicate with Advisors CPA’s and Attorney’s as it pertains to the plan is a must.
Annual expectations for specific work duties include: annual/quarterly valuations compliance testing financial and government (Form 5500) reporting plan audit support and plan document services.
Knowledge of legislative regulations of defined contribution plans including but not limited to 401(k) and ESOP/KSOPs.
Interact with team members and colleagues at all levels.
Document all procedures and processes.
Ensures proper review signoff and quality control of all compliance testing and peer review.
MUST Maintain work schedule and monitor work to ensure that deadlines are being met while handling multiple tasks.
Review of distributions and loans testing Form 5500 and plan documents.
Must be a team player AND able to work independently; the ability to perform quality work in a fastpaced environment and meet supported deadlines.
WHAT YOU NEED TO HAVE
At least three to five years of experience in ESOP administration.
Organization and communication skills are a must.
Flexibility to work extended hours during peak activity months.
Government filings such as Form 5500 VCP and DFVCP requests.
Compliance tests including: IRC 401(a) general nondiscrimination ADP/ACP 410(b) coverage 416 top heavy tests and 409(p) tests.
Strong computer skills including Microsoft Office (Excel Outlook and Word)
Experience with Relius (Administration and Government Forms) preferred.
Renowned Recruitment Group and our clients do not discriminate in employment on the basis of race color religion sex (including pregnancy and gender identity) national origin political affiliation sexual orientation marital status disability genetic information age membership in an employee organization retaliation parental status military service or other nonmerit factors.
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.