Retirement Benefits Plan Administrator

Position Details

• Administration of key or large clients; assistance with annual audits.
• Review compliance and administration work performed by others.
• Client and advisor relationship development and maintenance.
• Review and interpret plan documents to ensure compliance with DOL and IRS requirements.
• Trust accounting and asset reconciliation.
• Calculate and allocate annual employer contribution and forfeitures, review eligibility and complete vesting determinations.
• New Comparability understanding required.
• Compliance testing, including ADP/ACP, non-discrimination, coverage and top heavy.
• Preparation of annual valuation and Form 5500 filing.
• Assist with plan design and new business development.

Position Requirements

• 5+ years’ experience with qualified retirement plan administration, Third Party Administrator preferred.
• Bachelor’s degree in related field preferred.
• Qualified 401(k) Administrator (QKA) credentials through American Society of Pension Professionals of America (ASPPA).
• Solid understanding of recordkeeping software; FT Williams (Plan Documents, Government Forms (5500), and Compliance Testing and Reporting) and PensionPro.
• Good communication skills with clients, contacts, and advisors.
• Understanding of plan design and composition of qualified plan documents.
• Experience with balance forward & daily valuation (Platform) plans.
• Superior attention to detail and organizational skills; must be a self-starter.
• Experienced in MS Office (Word, Excel, and PowerPoint).

We are responsive. We are caring. We are advocates.