Retirement Plan Administrator

Job Description

Details:  Our client is an aggressively growing boutique firm. They offer a positive work environment that focuses on creating successful outcomes for their staff and clients.

Responsibilities include but are not limited to:

• Defined Contribution Plan Service
• Review/interpret Plan Document, amendments, notices and SPD’s
• Analysis of Census
• Timely and accurate completion of annual testing and reporting
• Coverage and other non-discrimination tests
• Identify key and highly compensated employees
• Form 5500 and related report preparation
• Loan calculations
• Responsible for day to day client interaction

Qualifications:

• Retirement plan administration experience with TPA
• Excellent Microsoft Excel and Word skills
• Excellent analytical and decision-making skills
• Independently manage workload and prioritization of duties
• Meeting internal and external deadlines
• Superior communications skills, both oral and written
• Understanding of ERISA compliance requirements
• Commitment to excellence in providing a positive client experience
• ASPPA designation is a plus but not required at time of application

Benefits:

• Health Insurance
• Life Insurance
• 401(k) & Cash Balance Plan
• Personal/Vacation and Flex Time
• Competitive Compensation based on level of experience

Earnings

70,000 - 90,000 salary

Category

Financial Services