Our company focuses on the design, implementation, and maintenance of qualified retirement plans. These plans are individually tailored for closely held businesses and we provide complete consultation and actuarial services in one integrated company. We employ licensed attorneys and actuaries, individuals with legal backgrounds and educations, and employees with financial backgrounds. Our practice is growing, and we are looking to hire an ERISA Consultant, who is a licensed attorney and/or has a legal background so we can continue to service our clients to the level they have come to expect.

We are known in the region for developing creative retirement plan designs and programs for non-publicly traded corporate clients. The Retirement Plan and ERISA Consultant is responsible for performing a variety of administrative and analytical functions associated with the implementation and administration of defined benefit plans and defined contribution plans, including Employee Stock Ownership Plans (ESOPs).

During your employment with our company, you will become familiar with the IRS and Department of Labor filings, which are required in our qualified retirement plans and guide the creation and maintenance of these plans. This is a great opportunity for someone who is interested in entering a hot market at a growing company.

*We are not a Law Firm; however, this position is ideally filled by a lawyer with ERISA experience.

Duties will include:

ERISA Compliance, including preparation of Plan documents and other supporting materials.
Prepare and coordinate the filing of various government applications and forms.
Conduct research as needed.
Preparation of various reports and analytics.
Prepare correspondence and documents for transmittal to clients and government agencies.
Communicate and coordinate with the clients and other advisors.
Communicate with internal managers to identify and address potential issues associated with Plan documents and/or reporting.
Attend annual conferences and continuing legal education classes, as needed to stay current in legal requirements.

Skills/Qualifications:

Legal research, organization, written communication, reporting research results, quick study, statistical analysis, general math skills, ad hoc reporting, analyzing information, EXCEL.

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Physical setting:

Office

Schedule:

8 hour shift
Monday to Friday

Supplemental pay types:

Bonus opportunities

COVID-19 considerations:
We are fortunate to have private offices allowing us to maintain the recommended "social distancing' as outlined by CDC guidelines.

Ability to commute/relocate:

Cleveland, OH 44115: Reliably commute or planning to relocate before starting work (Required)

Experience:

ERISA related: 2 years (Preferred)

Work Location: In person

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