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Retirement Plan Specialist

Martin, Martin, Randall & Associates, Inc. [MMR]

in Winter Park FL

MMR (Winter Park , FL office) is looking for experienced Plan Administrators to manage a diverse caseload of Defined Contribution Plans. Successful candidates must be dedicated to customer service, be able to multi task, be highly motivated and organized.

Key Job Responsibilities:

  • Point of Contact for plan sponsors and financial advisors
  • Manage plan sponsor inquiries by researching compliance and procedural issues
  • Performing compliance and nondiscrimination testing
  • Calculating Contribution Allocations including Cross-Testing
  • Financial reports and Trust Accounting  
  • Reconciliation of plan assets
  • Preparation of IRS Forms 5500 and all related schedules
  • Perform other duties and special projects as assigned

Desired Qualifications:

  • 3 to 5 years’ experience in qualified plan administration, including knowledge of plan documents and compliance issues
  • Bachelor's Degree preferred or equivalent work experience required
  • ASPPA or NIPA Designations are a plus. 
  • Excellent written and verbal communication skills.
  • Ability to handle shifting priorities.
  • Proficient in Microsoft Word, Excel and other Microsoft Office programs.

MMR encourages career development by reimbursing for the cost of professional designation exams, as well as annual membership dues throughout the retirement plan industry.

How to Apply

Please submit your resume with salary requirements to prossie@mmrplans.com


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