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Pension Plan Consultant at Rea. Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio and Florida, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan. . The . Pension. . Plan Consultant. serves as a resource for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts, A Plan Consultant serves as the retirement Plan expert on testing, 5500, loans and distributions and understands plan design and can assist on plan operation and document updates.  . Responsibilities. Act as a mentor to Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable. .   Assist clients in meeting all IRD and Department of Labor deadlines necessary for qualified retirement plan    . Assist clients with Service and IRD Plan terminations    . Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions    . Complete/assist with payroll processing as required by the products assigned    . Responsible for all aspects of valuation reports, participant statements and annual testing    . Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 401(b), 415, 401(a)(4), deductibility, and 402(g)   . Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable   . Review distribution paperwork and coordinate processing of distributions with asset holder    . Review loan paperwork and coordinate processing of loans with asset holder   . Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing    . Assist auditors if a plan is subject to an audit   . Assist IRD and DOL auditors, if the plan is subject to an IRS or DOL audit   . Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)    . Assist with other tasks and projects as assigned    . Bachelors in Accounting or equivalent required . Experience in the use of various assurance applications and research tools  . Qualified retirement plan credential required (ASPPA)   . Team-Oriented   . Accounting and asset reconciliation skills    . Excellent verbal and written communication skills    . Detail-oriented   . Excellent problem solving skills    . Time Management skills and ability to work independently  . Ability to successfully handle multiple tasks    . Ability to manage client relationships   . Company Location: United States.