Job Summary

We are seeking a Consultant to join the Retirement Plan Consulting (RPC) practice in our Mumbai office. We are seeking someone who thrives in a growing workplace and provides clients with exceptional services.

Responsibilities

- Assist in performing annual compliance testing for defined contribution plans (e.g., ADP/ACP, Top Heavy, Coverage testing)
- Support preparation and validation of data for Form 5500 filings
- Review participant census data and identify discrepancies
- Assist in contribution calculations, allocation processes, and reconciliation activities
- Ensure compliance with ERISA and Internal Revenue Service guidelines
- Coordinate with internal teams and clients to gather required information
- Working with managers and partners on client communication and practice development
- Adhere to all professional and firm requirements, including confidentiality standards, time entry procedures, audit quality documentation, and any other related guidelines and polices.
- Ensure compliance with required Continuing Professional Education (CPE)



hours to meet firm and licensing standards

Basic Qualifications

- Bachelor s degree in Commerce, MBA Finance, Accounting, or related field
- Understanding of US retirement plans (401(k), pension concepts)
- 0 to 2 years of 401(k) experience with any US Firm.
- Exposure to US retirement processes or compliance testing (academic/project level)
- Knowledge of Form 5500 reporting basics
- Certifications or interest in retirement-related credentials (e.g., QKA, ASPPA)
- Strong analytical and problem-solving skills.
- Good knowledge of MS Excel (formulas, data handling).
- Effective communication skills (written and verbal).

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Advisory Staff I - Retirement Plan Consulting (Mumbai)
🏢 EisnerAmper
📍 Mumbai