Oversee day-to-day accounting operations, including the monthly, quarterly, and annual close processes to ensure GAAP compliance. Manage financial reporting, internal controls, and serve as the primary liaison for external auditors.
Drive new business sales for ESOP consulting and administration services by developing relationships with advisors, attorneys, and accountants. Manage the full sales cycle from lead generation and presentations to post-sale client satisfaction and reporting.
Manage a portfolio of 401(k) client relationships and perform annual compliance testing. Ensure accuracy in employer contributions, government filings, and the processing of plan transactions like loans and distributions.
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 a portfolio of 401(k) client relationships, acting as the primary contact for navigating complex qualified retirement plans. Responsibilities include performing annual compliance testing, calculating employer contributions, preparing government forms, and processing plan transactions like loans and distributions.
The ESOP Communication Consultant I supports employee communication initiatives for ESOP clients by assisting in the development of presentations, print/digital materials, and webinars, while delivering educational content both on-site and virtually. This role involves managing project components independently, collaborating internally, and fostering employee ownership culture through various engagement activities.
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.
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.
