Retirement Plan Third Party Administrator

Duties And Responsibilities

• Represent our brand and company according to our values and ethics
• Treat clients, coworkers, and business partners with respect and courtesy at all times
• Support and manage a portfolio of retirement plans (401(k), Profit Sharing, Cash Balance) to ensure execution of administrative actions, Plan compliance requirements and government reporting
• Support administration team to perform annual financial valuations, nondiscrimination testing (Coverage Testing, ADP/ACP, Top-Heavy), and necessary tax filings such as IRS Form 5500s
• Prepare and distribute required annual notices and disclosures
• Serve as the primary point of contact for plan sponsor, advisor, and custodian inquiries
• Provide technical guidance on plan design and regulatory updates
• Cookordination with CPAs, investment advisors, Plan Auditors, recordkeepers and legal counsel

Required Skills And Qualifications

• Bachelor's degree or equivalent experience preferred
• 3 years of retirement industry or related industry (accounting, human resources, or financial) experience required
• Excellent written and verbal communication skills
• Must be detail-oriented, analytical, and organized
• Proficient in MS Office applications, such as Word, Excel, PowerPoint, etc.
• Experience reconciling financial statements and identifying discrepancies preferred
• Must be legally eligible to work in the country in which you are hired

Benefits

• 401(k) with Company Match
• Medical, Dental, Vision, Life and Disability Benefits
• Flexible hours and working environment
• Paid Holidays and PTO