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ESOP Consultant

Company: VirtualVocations
Location: Gainesville
Posted on: September 18, 2023

Job Description:

A company is looking for an ESOP Consultant.
Key Responsibilities:

Responsible for the overall client engagement start to finish
Annual expectations for specific work duties include: annual/quarterly valuations, compliance testing, financial and government (Form 5500) reporting, plan audit support and plan document services
Interacts with team members and colleagues at all levels

Required Qualifications:

At least three to five years of experience in ESOP administration
Flexibility to work extended hours, during peak activity months
Government filings such as Form 5500, VCP and DFVCP requests
Compliance tests including: IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests
Experience with Relius (Administration and Government Forms) preferred

Keywords: VirtualVocations, Gainesville , ESOP Consultant, Professions , Gainesville, Florida

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