Retirement Plan Consultant (DC/DB)

Job Description

A rapidly growing Third Party Administration firm has an immediate opening for Defined Contribution & Defined Benefit retirement plan administrator/consultants.

Our client offers a team approach where employees are encouraged to share ideas, be open to change, and work together to create a fun and productive work environment.

Responsibilities include:

• A-Z retirement plan administration.
• Consulting with clients to achieve their desired retirement plan goals.
• Census scrubbing and eligibility determination.
• Compliance Testing: HCE/ Key determination, Top Heavy, ADP/ACP, 410(b), 401(a)(4), and 415.
• Calculation of contribution allocations.
• Self-Employment Income calculations.
• Reconciliation of plan trust assets.
• Completion of annual valuation reports.
• Preparation of required government filings, including Form 5500 series.

Qualifications:

• 5+ Years of plan administration experience is preferred.
• Excellent client service and communication skills.
• Strong organizational skills and attention to detail.
• Software skills: Excel, Word, Outlook, Adobe.
• Ability to work as a part of a team or independently.
• Knowledge of FT Williams and/or Pension Pro software is a plus.
• Defined Contribution and/or Defined Benefit Experience is a must.

We will happily entertain working with remote employees, and offer a flexible work schedule, benefits, and personal time off.  We are confident our firm provides a dynamic, flexible, and personable work environment, in which our employees are treated as unique individuals.  Contact us if you’d like to learn more!

Please email resume to SMinor@ncstaffing.com

Earnings

N/A

Category

Financial Services