Top 788 Consultant Jobs in Independence Oh

Retirement Plan Consultant
National Associates Inc. —Fairview Park, OH
- Basic math
- Research
- Mid-level
- Retirement plan
Quick Apply
Strategy & Planning Advisor - Enterprise Change Office
PNC Financial Services Group —Cleveland, OH
- $65,000 - $132,250 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Advice Consultant - Workplace Branch
Charles Schwab —Richfield, OH
- $74,300 - $125,400 a year
- Mid-level
- Office
- Presentation skills
- Paid parental leave
- Employee stock purchase plan
4d
Controller Consultant
NOW CFO —Cleveland, OH
- $130,000 - $140,000 a year
- Full-time
- Hybrid work
- Senior level
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Leasing Consultant
Stark Enterprises —Westlake, OH
- Full-time
- Bachelor of Science
- Data analysis skills
- Mid-level
- Paid holidays
- Disability insurance
Travel Consultant
AAA East Central —Independence, OH
- Full-time
- Customer service
- Computer literacy
- Pass drug screening
- Paid parental leave
- Health insurance
4d
Business Analytics Consultant
PNC Financial Services Group —Brecksville, OH
- $63,000 - $105,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Health Solutions Consultant
Aon Corporation —Cleveland, OH
- $73,000 - $95,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- 3 years
- Commuter assistance
- Health savings account
SAP Middleware Functional Transformation Consultant
Deloitte —Cleveland, OH
- $71,300 - $140,600 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
11d
Epic Willow Senior Consultant
Deloitte —Cleveland, OH
- $120,000 - $143,000 a year
- Full-time
- Computer Science
- 5 years
- Clinic experience
8d
Consultant, Strategy, Growth, and Transformation
Deloitte —Cleveland, OH
- $76,600 - $157,200 a year
- Full-time
- Bachelor's degree
- Travel
- Senior level
- Work from home
Health Actuary Consultant
Deloitte —Cleveland, OH
- $100,400 - $197,900 a year
- Full-time
- Microsoft Excel
- Up to 50% travel
- Mid-level
1d
OneStream Senior Consultant
Deloitte —Cleveland, OH
- $116,200 - $229,100 a year
- Full-time
- Up to 50% travel
- Bachelor's degree
- Travel
OneStream Consultant
Deloitte —Cleveland, OH
- $86,700 - $170,900 a year
- Full-time
- Up to 50% travel
- Writing skills
- ERP systems
5d
Epic Willow Build Senior Consultant
Deloitte —Cleveland, OH
- $121,000 - $143,000 a year
- Full-time
- 6 years
- Computer Science
- Bachelor's degree
11d
High Tech Management Consultant
Accenture —Cleveland, OH
- $59,100 - $205,800 a year
- Full-time
- Bachelor's degree
- Product management
- Travel
- Paid holidays
- Disability insurance
11d
Consumer Consultant
KeyBank National Association —Brooklyn, OH
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Marketing
- Mid-level
- Office
Data Consultant - Employee Benefits
Oswald Companies —Cleveland, OH
- Full-time
- Mid-level
- Finance
- Math
- Profit sharing
- Health insurance
Entry Level Customer Consultant
PINNACLE STRATEGY GROUP LLC —Beachwood, OH
- $850 - $1,050 a week
- Full-time
- 18 years or older
- High school diploma or GED
- Leadership
- Opportunities for advancement
Quick Apply
Consultant, Audit & Assurance Growth
Deloitte —Cleveland, OH
- $66,200 - $135,800 a year
- Full-time
- Microsoft Excel
- Marketing
- Mid-level
9d

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consultant jobs near independence oh

Retirement Plan Consultant

National Associates Inc.
Fairview Park, OH

Quick Apply

Job Details

Benefits

Retirement plan

Qualifications

Research
High school diploma or GED

Full Job Description

SUMMARY: Review, analyze and amend Defined Contribution plans and prepare summary plan descriptions, reports and recommendations. Prepare and submit required government reports and document filings as necessary. Additionally, this role is responsible for preparing reports and presentations for clients, preparing loan documents and amortization schedules and tracking loan payments.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Compile various types of information needed to produce quarterly, semi-annual or annual allocation reports: review and update plan specifications, input census, identify Highly Compensated Employees and Key Employees; prepare SPD enrollment list for newly eligible employees; identify employees past normal retirement age or over 70 1/2; check vesting; calculate maximum tax-deductible contribution; prepare contribution reporting form, if required
Reconcile plan assets for each valuation period
Develop and implement any plan amendments as necessary
Update plan specifications. Allocate employer contribution(s), forfeitures, and investment earnings to plan participants. Determine the top-heavy status of the plan. Check 415 limits. Conduct other applicable compliance tests or reviews relating to: 410(b), ADP, ACP, 402(g), 401(a)(4). Run benefit statements for plan participants
Prepare IRS Form 5500 and any related schedules that are necessary as well as the Summary Annual Report. File Forms electronically
Calculate benefits for participants due to termination, hardship withdrawals, loans, required minimum distribution or in-service withdrawals. Determine taxable amounts and distribution codes
Prepare loan documents and loan amortization schedules. Track loan repayments
Maintain contact with and answers inquiries from various sources: clients, accountants, attorneys, insurance agents, brokers, referrers, participants. Conduct research, if required, to respond to specific questions
Prepare special studies for current or prospective clients
Prepare the required paperwork for plan termination, including benefit election forms
Gather information requested by the IRS for plan audits
Prepare Form 1099 and Form 945
Maintain professional designation, if applicable
Communicate with an accountant during large plan audit, if necessary
Communicate with the Department of Labor and/or IRS during audit
Attend client meetings as required
Work on new cases assigned to set up ASC/AMS. Request prior year’s information from client to establish a proper database
Keep current on all technical issues related to Defined Contribution Plans
In closed cases, remove case files after final allocation has been completed and advise AMS Coordinator to change case status
Conduct open enrollments
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations
Regular, predictable attendance is an essential requirement of this position
Complete all other duties as assigned

EDUCATION AND/OR EXPERIENCE:

High School Diploma or G.E.D. required
Minimum of two (2) years’ experience with defined contribution plans preferred
Basic math and/or accounting skills

E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.

Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran

Education

Required

High School or better

Preferred

Bachelors or better in Finance
Bachelors or better in Accounting

Skills

Preferred

Retirement Planning

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Quick Apply

Refine Your Search

consultant jobs in independence oh

Retirement Plan Consultant

Strategy & Planning Advisor - Enterprise Change Office

Advice Consultant - Workplace Branch

Controller Consultant

Leasing Consultant

Travel Consultant

Business Analytics Consultant

Health Solutions Consultant

SAP Middleware Functional Transformation Consultant

Epic Willow Senior Consultant

Consultant, Strategy, Growth, and Transformation

Health Actuary Consultant

OneStream Senior Consultant

OneStream Consultant

Epic Willow Build Senior Consultant

High Tech Management Consultant

Consumer Consultant

Data Consultant - Employee Benefits

Entry Level Customer Consultant

Consultant, Audit & Assurance Growth

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