What are the responsibilities and job description for the ESOP Consultant position at Renowned Recruitment Group?
ESOP Consultant
Hayward, CA
Consultant
Onsite
Manufacturing
WHAT YOU WILL BE DOING
- A clear understanding of technical issues, and the ability to clearly demonstrate both orally and in writing.
- The ability to communicate with Advisors, CPA’s, and Attorney’s as it pertains to the plan is a must.
- 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.
- Knowledge of legislative regulations of defined contribution plans including, but not limited to, 401(k) and ESOP / KSOPs.
- Interact with team members and colleagues at all levels.
- Document all procedures and processes.
- Ensures proper review, sign-off, and quality control of all compliance testing and peer review.
- MUST Maintain work schedule and monitor work to ensure that deadlines are being met while handling multiple tasks.
- Review of distributions and loans, testing, Form 5500 and plan documents.
- Must be a team player AND able to work independently; the ability to perform quality work in a fast-paced environment and meet supported deadlines.
WHAT YOU NEED TO HAVE
Renowned Recruitment Group and our clients do not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors.
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