Retirement Plan Administrator

Retirement Plan Administrator

If you enjoy multi-tasking, have a positive attitude, and have the experience and skill set described below, we look forward to speaking with you!

Primary Responsibilities

Review plan documents and ensure provisions are being adhered to properly. Explain plan document provisions to plan sponsors clearly and precisely.
Perform annual plan administration for an assigned caseload of small to mid size complex plans (this will have some large plan Form 5500’s as well) including:
- asset reconciliation and trust accounting
- data reconciliation
- calculation of employer contributions (Safe Harbor, Cross-tested, Integrated)
- annual allocation, testing, and reporting

Work closely with plan sponsor, accountants, payroll vendors, to resolve any compensation and/or contribution discrepancies between the census and the investment firm.
Prepare required governmental filings for assigned caseload.
Main point of contact for plan sponsors, payroll vendors, investment firms and plan advisors.

Desired Skills and Experience

College Degree or equivalent work experience showing levels of responsibility.
Demonstrated excellent written and verbal communication skills
Proven strong analytical skills, including experience identifying problems and providing effective resolutions.
Effectively establish priorities as related to deadlines.
Experience with Relius Administration required
Experience with FT Williams and PensionPro a plus (not required)