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Retirement Plan Administrator

The Trust Company of Tennessee

in Telecommute / Knoxville TN

For over 30 years, The Trust Company of Tennessee has believed that everyone can live confidently and reach their financial goals. Would you like to be part of a team that works with individuals, businesses, and foundations to identify what success looks like and formulate a plan to get there? Come join our team of Wealth Management, Trust, Estate Administration, and Corporate Retirement Plan professionals who proudly work with clients to achieve their dreams. You can be part of our culture of excellence and forgiveness, courage and kindness, and doing the right thing. 

CORE PURPOSE: The Retirement Plan Administrator will serve as a compliance resource to the organization. While demonstrating a high aptitude for analytical compliance work, this position will also be responsible for developing and achieving performance growth standards and maintaining a culture of outstanding service.

The ideal candidate for the Retirement Plan Administrator may be considered for full-remote work, if desired.

JOB DUTIES

  • Shows a commitment to The Trust Company’s Mission and Core Values.
  • Performs plan administration duties – including data collection, employee census analysis for eligibility, vesting, and contribution calculation determination.
  • Performs compliance testing in all facets – including 401(a)4 non-discrimination.
  • Serves as an accessible resource for other team members.
  • Provides guidance, assistance, interpretation, and/or analysis of complex or unusual case data.
  • Identifies solutions that are compatible with customer and organizational business needs.
  • Interprets and/or reviews plan documents.
  • Maintains positive relationship with clients by addressing questions and concerns in a professional manner.
  • Conducts census review and eligibility determination, makes corrections, and/or gives training when necessary.
  • Performs contribution calculations for profit sharing, integration, cross-testing, safe harbor, and discretionary match.
  • Coordinates corrections of any failed testing.
  • Responsible for asset reconciliation and trust accounting.
  • Responsible for document, amendment, and annual notice preparations.
  • May assist with conversion and new plan setup.
  • Prepares and reviews Client Form 5500s.
  • Assists with plan audits, including a review of the audit report.
  • Troubleshoot any compliance issues as they arise.
  • Reviews work of team to ensure consistency and accuracy.

QUALIFICATIONS

  • Bachelor’s degree or three or more years of relevant work experience
  • Familiarity with Relius Software and FT William preferred
  • ASPAA / NIPA designations preferred or willingness to obtain
  • Exceptional analytical and conceptual thinking skills
  • Excellent verbal and written communication
  • Strong interpersonal and customer-service skills
  • Experience working with senior decision makers
  • Ability to organize and prioritize work to meet deadlines

How to Apply


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