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ERISA Document Specialist

My Benefits, LLC
(Daphne AL / Greenville SC)

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Pension Administrator

KB Pension Services

in Telecommute / Bradenton FL

Position Overview:

Do you have TPA experience servicing Defined Contribution / 401k Plans? Join us on the sunny west coast of Florida with
beautiful beaches and a community rich in the arts or, if you live outside the area, telecommute.

We are a growing TPA that promotes continuing education and offers opportunity for advancement. Or would you prefer to
continue to be the best TPA Administrator you can be? We offer you independence servicing your book of business but
supervisory review of work product, weekly staff meetings and on-going training.

Essential Functions:

  • We seek an experienced DC ERISA Plan Administrator.
  • Responsible for complete administration of a caseload including census and asset reconciliation, contribution allocations, non-discrimination testing, valuation reporting, distributions, and Form 5500 and communication.

Required Experience and Skills:

  • Minimum 3 years of experience with retirement plan administration in a TPA environment
  • Experience using administration software, Relius Administration preferred
  • Strong MS Excel skills including vlookup and pivot tables
  • Proven reconciliation skills
  • Ability to read and understand Plan Documents and investment statements
  • Proficient verbal and written communication skills
  • Excellent organizational and time management skills

Educational / Professional Requirements:

  • ASPPA or NIPA credentials
  • College degree

How to Apply

Email your resume with salary requirements to: lleutwyler@kbgrp.com


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