Senior Plan Administrator – Relius Expert

Job Description

Our client understands that any goal is achieved based on the effectiveness of the team. That’s why team development, leadership, and personal effectiveness are cornerstones of their vision. By promoting a culture that fosters self-improvement, upward mobility, and continued education, they commit to strive for excellence every day. Their highly-trained team is prepared to help clients with any obstacles they may face.

They are honored to receive recognition as one of the top firms in the nation, a Best of the Best CPA firm, and one of the best firms in the nation for women. Though these honors are prestigious, they are side effects of their chief goal: client success. When their clients win, they win. This has been their driving force for 90 years, and it will continue to be for the next 90.

Position Summary:

The Senior Retirement Plan Administrator is responsible for accurately and professionally administering the plan sponsors’ retirement plans. The Senior Retirement Plan Administrator will manage the assigned plans and will be responsible for meeting all plan filing deadlines and plan requirements.  This position also includes daily consultation with investment advisors, investment providers, plan sponsors, and tax professionals, along with providing leadership and supervision to the Retirement Plan Administrators on the team.

Specific Responsibilities:

• Subject matter expert for the Relius recordkeeping software
• Supervision of the day to day activities of the Retirement Plan Administrators
• Prepare annual reports to include the following:
  • Employee Census Eligibility Calculations.
  • Nondiscrimination, Coverage, and Top Heavy testing.
  • Employer Match and Non-elective Contribution calculations.
• Process participant distributions and loans.
• Reconciliation of plan assets and participant loans.
• Preparation of form 5500 and applicable schedules.

Qualifications:

• Associates Degree or higher required.
• 5+ years of Retirement Plan Administration experience required.
• Experience with Relius recordkeeping software required.

Earnings

100,000 - 120,000 salary

Category

Financial Services