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Retirement Plan Administrator

Bates & Company

in Winter Park FL / Clearwater FL

Bates & Company is a service oriented TPA firm with offices in Winter Park (Orlando), Clearwater (Tampa) and Jacksonville, FL.

We are currently looking to add a Retirement Plan Administrator, in either our Winter Park or Clearwater location with the following qualifications:

  • Minimum of 2 years of experience in the areas of retirement plan administration, Defined Contribution / 401(k) Plans OR Defined Benefit / Cash Balance Plans
  • Detail oriented and independent person with excellent accounting, problem solving and organizational skills
  • Communicate effectively (verbally and in writing)
  • Positive attitude and dedication to our client's needs
  • Proficient in Word / Excel
  • Time management capabilities
  • DATAIR experience preferred but not required

Responsibilities include, but not limited to:

  • Review census data, determine eligibility
  • Contribution calculations / allocations
  • Clear and effective on-going communication with our clients
  • Compliance / discrimination testing
  • Preparation of 5500 forms and related schedules

We are a growing firm, and we treat each client with care and respect…they are our partners. If you're looking to take added responsibility in a growing, dynamic, fun and hard-working firm, this is a true Career Opportunity. We offer competitive salary and excellent benefits.

How to Apply

To apply, email resume to: Susan@batesco.com


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