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Retirement Plan Administrator

Group RHI

in Telecommute

Group RHI

Job Title: Retirement Plan Administrator (RPA)

The Companies of Group RHI are premier providers of customizable, unbundled solutions across the full spectrum of retirement plan design, implementation, administration and actuarial services.

Purpose of Position

The Retirement Plan Administrator (RPA) will be responsible for the day-to-day management of an assigned caseload of clients with a focus on smaller, less complicated plans.

Primary Duties and Responsibilities

  • Single point of contact and “ownership” for assigned clients
  • Provide support to Senior Retirement Plan Administrators and assist in training of Associate Retirement Plan Administrators
  • Provide support to financial advisors and referral sources
  • Ability to accurately interpret and apply plan document provisions
  • Ensure compliance with DOL and IRS requirements
  • Annual compliance testing for assigned clients (402(g), 415(c), 410(b), ADP/ACP, Plan Limits, Top Heavy, etc.)
  • Preparation and filing of Form 5500 and related schedules
  • Prepare employer plan contribution calculations using all types of allocation methods
  • Assist clients with locating missing participants and securing ERISA bonding
  • Required Minimum Distribution (RMD) determination and processing
  • Ensure proper coordination and delivery of annual required notices
  • Represent the company on client calls and in client meetings, as needed
  • Have a working knowledge of custodian websites and processes
  • Preparation of custodian correction/update forms, as needed
  • Review of Associate Retirement Plan Administrator work within team environment
  • Support the retirement plan implementation, conversion, de-conversion and termination processes
  • Oversee plan assignments with an average case load of 80
  • Perform other duties as assigned

Competencies Required

  • Proficiency with Microsoft Office applications
  • Demonstrated excellence in written and verbal communication
  • Must be detailed and possess strong organizational skills
  • Time management focused adhering to deadlines and timelines
  • Proficient with numbers and basic calculations
  • Solutions oriented
  • Ability to work independently and as part of a team in a fast-paced environment
  • A demonstrated track-record of consistently meeting and/or exceeding performance expectations
  • Experienced with ASC software
  • Understand plan documents (Basic Plan Document, Adoption Agreement, Summary Plan Description (SPD), Amendments, Summary of Material Modifications (SMM) and annual notices)
  • Understand the annual lifecycle of plan (data collection, eligibility, compliance testing, trust accounting and Form 5500 preparation and filing)

Education and Qualifications

  • Minimum 2 years of experience in a financial services operations environment
  • Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA designation or NIPA equivalent
  • Bachelor’s Degree in Accounting, Finance or related field: equivalent experience may be considered in lieu of degree

Group RHI offers a business casual environment, a flex-time working schedule, competitive salary and a generous benefits package. We also understand the importance and place a strong emphasis on career development and continuing education

How to Apply

Apply by email to: miriam.volk@grouprhi.com


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