We are a leading national provider of retirement plan design, consulting and administration for small to mid-size employers and are currently seeking experienced Plan Administrators and Senior Plan Administrators. This is an exciting time to join us and
we are looking for those enjoy a challenge. If you seek flexibility, a rewarding career, and a company committed to excellence, we want to talk with you. We value your experience, your professionalism, and your client-centric approach to
Multiple locations available: Seattle, WA; Providence, RI; Laguna Hills, CA; Denver, CO
Census review and calculation of eligibility
Perform projected and year
end non-discrimination testing
Identify and resolve plan discrepancies
Ensure compliance with DOL and IRS requirements
Calculation and allocation of annual employer contributions (including New Comparability Plans)
Preparation of annual valuation and Form 5500 filing
Active contribution to the development of processes and procedures as they develop. We value creativity and innovation.
As you might
expect, candidates should possess strong problem solving, organizational skills, innovative thinking, time management and customer service skills and place an emphasis on quality work.
Minimum 2 years
defined contribution administration experience for Plan Administrators; Minimum 5 years defined contribution experience for Senior Plan Administrators.
Bonus points if you have experience administering ESOP plans.
Proficiency with ASC and
FT Williams preferred but not required, Proficiency with Microsoft Office applications is expected.
Member of ASPPA (QKA, QPA, CPC) or willingness to obtain.
Willingness to think “outside the box” and be
We place a strong emphasis on career development and continuing education. We offer a business casual environment, a flex-time working schedule, competitive salary, and a generous benefits package.