About this opportunity
Pyramid Consulting, Inc lists this Plan Document Consultant opportunity in charlotte, North Carolina. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Immediate need for a talented Plan Document Consultant . This is a 12‑month contract opportunity with long‑term potential and is located in Charlotte or Frisco (Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID
Pay Range
$30.00/hr - $35.40/hr
Key Responsibilities
Conducts ongoing audits of existing retirement plan policies and practices to comply with legislative changes on the federal, state, or local level.
Oversees responses to client requests for plan document amendments and/or restatements.
Consults with clients on unique and complex issues relating to the ERISA, IRS, DOL and SEC laws and regulations with respect to qualified and non‑qualified retirement plans reporting and Form 5500 filing requirements.
Maintains current awareness and understanding of legislative changes, IRS rulings and expert opinions related to the processing of retirement plans.
Ensures that the organization’s operational and contractual processes are in alignment with the legal retirement plan document.
Provides regulatory feedback on client‑produced legal plan documents to the client and internal business partners.
Possesses thorough knowledge of defined benefit and defined contribution retirement plans, laws, and regulatory issues such as non‑discrimination testing, fiduciary responsibilities, audit guidelines, ERISA reporting and disclosure requirements, SEC, IRS, NASD, SIPC, MSRB and DOL requirements.
Collaborates with internal business partners to remediate identified plan document/operational variances by providing the necessary direction to get the legal plan document and client operations into alignment.
Educational Requirements
ERISA Regulations
Form 5500 Reporting
University (Degree) Preferred
3+ Years Required; 5+ Years Preferred
Physical Requirements: Sedentary Work
If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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Worksite address
charlotte, NC, 28245, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.