Senior Retirement Plan Benefits Administrator
Blue Benefits Consulting, Inc. · United States · 3 wk ago
RemoteRemoteHuman ResourcesFull-time
Position Details
- Administration of key or large clients
- Aid with annual audits
- Assistance with 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
- Aid 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 and Compliance Testing and Reporting) and PensionPro
- Strong FT Williams (Plan Documents, Government Forms (5500) experience
- 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)
Company Information
Blue Benefits Consulting, Inc., an affiliate of Blue & Co., LLC, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.
Candidates must be authorized to work in the U.S. without current or future employer sponsorship. Agency candidates will not be considered for this position.