Act as the single point of contact for employers, plan sponsors, and financial professionals for their accounts
Provide superior client service with minimal inconvenience to clients through timely problem solving and issue resolution
Coordinate with all applicable parties, both internal and external, to ensure an accurate conversion process for new clients
Serve as a resource to plan sponsors and financial professionals for matters related to ERISA compliance, plan design, and governmental reporting
Use understanding of plan design to assist with plan operations and document updates
Provide effective verbal and written communications in a clear, concise, and informative matter
Assist clients with all initial and ongoing plan design and document support, including helping them understand their responsibilities in meeting IRS and DOL regulations and deadlines necessary for qualified retirement plans
Assist clients with service and IRS plan terminations
Conduct all aspects of valuation reports and annual testing, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), Deductibility, and 402(g)
Review or prepare Form 5500 and coordinate with plan sponsor to ensure timely filing
Assist IRS and DOL auditors if the plan is subject to an IRS or DOL audit
Review distribution paperwork and coordinate processing of distributions with asset holder
Review loan paperwork and coordinate processing of loans with asset holder

Three or more years of ERISA experience within the retirement industry
Experience in analysis of financial data
An advanced proficiency in Microsoft Word, Excel, and Outlook
Strong written and oral communication skills
Acute analytical and problem solving skills
High attention to detail
The abilities to prioritize, manage tasks, and meet deadlines in connection with business operations, including related ERISA compliance matters
Compliance with Shepherd Financial’s internal policies

Discretionary year-end performance bonus
Paid time off (Holidays, PTO, Volunteer days)
401(k) match
Medical, term life, and disability insurance
Additional benefit options: dental, vision, voluntary life, critical illness and accident, LifeLock
Financial support for professional accreditation/license fees and continuing education

Retirement Plan Consultant

Key skills