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Defined Contribution Plan / 401k Plan Administrator

N.A. Falcone & Associates, Inc.

in Trevose, PA

 

 

Exciting career opportunity available with a growing suburban Philadelphia qualified retirement plan consulting and administration firm.   

N.A. Falcone & Associates, Inc. is looking for a responsible and passionate Defined Contribution Plan Administrator and Consultant who strives for a career-oriented position where they can provide outstanding client service while working in an environment promoting professional growth and skill enhancement.  

Primary Roles:

-All compliance and administration services for Defined Contribution Plans (401k, Profit Sharing, New Comarability Cross-Tested, Money Purchase Pension, 403b, etc.), including:   

     -Asset and Trust reconciliations

     -Compliance and Nondiscrimination Testing (ADP/ACP, Coverage, Top-Heavy, 415 limits, etc)

     -Employee census data reconciliation

     -Contribution and allocation calculations (Employer Match, Safe Harbor, Top-Heavy, New Comparability and other Profit Sharing) 

     -Preparation of Valuation and Compliance Reports

     -Governmental Filings (Forms 5500, 8955-SSA, 1099-R/1096/945, 5330, etc)

     -Correction of compliance violations (ADP/ACP corrections, VCP submissions, etc.)

     -Large Plan/Filer audit support

-Consulting on IRS and ERISA compliance matters

-Assist with plan conversions and special projects

-Work closely with Colleagues, Plan Sponsors, Recordkeepers, and other Professionals to help Clients maintain and succeed with reaching the goals of their qualified retirement plans

-Consult on Plan design options

Candidate Experience/Skills:

  • Experience with Relius/FIS administration software a plus.
  • Strong written and oral communication, analytical, problem solving and organizational skills.
  • Ability to work independently and with internal consultants, executives and administrators.
  • Able to multi-task and maintain a professional approach in a fast-paced business environment.
  • Skilled at working within a multi-functional organization.

We offer competitive salary, health/dental, retirement plan, and other benefits and strongly support ASPPA/ARA and IRS professional designations and continuing education.

Note- our website is temporarily under construction during our rebranding project.

How to Apply

E-mail resume and cover letter to tpa@nafalcone.com

Visit our web site.


This ad has been viewed 4570 times. It expires on 1/31/2017.

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