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Forrestall CPAs, LLC
(Buford GA)

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Recordkeeping Processor

1st Source Bank

in South Bend IN

About Us

Founded in 1863 in South Bend, Indiana, 1st Source Bank has offered clients a convenient and friendly way to bank for over 155 years. At 1st Source, we listen to our clients, understand their needs and always keep their best interests in mind.

1st Source Bank remains the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area. We operate banking centers across our region, boast 1st Source Bank Specialty Finance Group locations nationwide, as well as several Wealth Advisory Services locations and 1st Source Insurance offices.

We deliver a comprehensive range of banking services along with highly personalized attention to our clients, both individuals and businesses. Our mission is to help our clients achieve security, build wealth and realize their dreams.

Additionally, for over 155 years, 1st Source Bank has been giving back to our communities to actively help build good places to live, work and raise our families. This service to our community is one of our principal values and has defined who we are and how we do business

POSITION SUMMARY: 

The successful candidate will be responsible for the administration of 50-70 Qualified Retirement Plans. The individual must comprehend and navigate numerous complex legislative and governmental compliance issues associated with such plans and provide outstanding customer service to our clients and their employees.

ESSENTIAL REQUIREMENTS:

Administers qualified plans:

  • Processes participant distributions and loans
  • Census analysis and determination of participant eligibility
  • Reconciles trust accounts and contributions
  • Calculates and allocates contributions (including cross-testing and safe harbors)
  • Performs non-discrimination/compliance testing (ADP/ACP, 415, 416, 410(b) and/or 401(a)(4))
  • Files appropriate government forms: Form 5500, Form 8955-SSA, Form 5330, Form 1099-R, etc.
  • Complies with the continuing education requirements relevant to professional designation(s).
  • Responsible for the completion of all compliance training related to the position.
  • Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
  • Performs all other duties as assigned.

EXPERIENCE/SKILLS:

  • Minimum seven (7) years recent hands-on 401(k) administration experience for candidates who require a home office work arrangement.
  • Microsoft Office skills required, experience with FIS Relius Administration software a plus.
  • Strong verbal and written communication skills.
  • Excellent analytical skills, attention to detail and high level of accuracy.
  • Ability to independently manage workload and prioritize duties.
  • Develop effective working relationships with clients and maintain client communications.

EDUCATION: Bachelor's degree in Accounting, Finance or related field; experience in lieu of degree will be considered. Qualified Pension or 401(k) Administrator certification is a plus (QPA, QKA).

How to Apply

Please select Job #47356


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