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Senior Retirement Plan Administrator

Professional Capital Services

in Philadelphia, PA

A rapidly growing Center City, Philadelphia 401(k) third party administration and recordkeeping firm has an immediate opening for an experienced Senior Retirement Plan Administrator to join a growing Administration Department.  The firm is one of the 100 fastest growing companies in the Philadelphia Region and seeks a qualified candidate to assist with all aspects of qualified plan administration. 

Responsibilities of the position include:

  • Performance of Nondiscrimination, Top Heavy & Coverage Testing for defined contribution plans.
  • Calculation of plan contributions and allocations
  • Preparation and delivery of the IRS Form 5500 with schedules
  • Advising and liaising with plan sponsors and financial advisors on all aspects of plan administration
  • Monitoring plan and participant limits
  • Setting up and maintaining plans on the recordkeeping system
  • Plan audit support, including reconciliations and preparation of reports

Requirements/preferences for the position include:

  • A minimum of 3 years prior Administrative experience
  • QKA preferred
  • Trust reconciliation skills
  • Relius Administration and 5500 software experience preferred
  • Strong attention to detail
  • Microsoft Office skills
  • Ability to meet deadlines
  • Excellent client service/communication skills
  • Ability to work in a team environment

How to Apply

Qualified applicants should email their resume and references along with salary requirements and cover letter to boggesse@pcscapital.com.

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This ad has been viewed 824 times. It expires on 3/31/2017.

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