Manage all aspects of retirement plan administration for an assigned block of plans, including calculating contributions and performing annual compliance testing. Consult with plan sponsors and advisors while completing necessary regulatory forms such as Form 5500.
The Senior ESOP Communication Consultant develops and delivers advanced communication strategies and educational materials for clients with Employee Stock Ownership Plans. This role also provides leadership on complex client engagements, mentors junior team members, and facilitates workshops for diverse employee groups.
The consultant will manage the full cycle of ESOP plan administration, serving as a key resource for clients navigating employee ownership complexities. Responsibilities include performing compliance testing, recordkeeping, distributions, regulatory reporting, and resolving technical plan issues.
The Senior ESOP Administration Consultant will primarily manage a caseload of complex ESOP client engagements, handling all aspects of plan administration including compliance testing, allocations, distributions, and recordkeeping. This role also involves preparing and reviewing government filings, serving as the main client contact, and providing technical support and mentorship to junior staff.
