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Retirement Plan Administrator

Benefit Solutions, Etc.

in Telecommute

Benefit Solutions, Etc.

No Placement or Recruiting Firms

Retirement Plan Administrator

Looking for a Retirement Plan Administrator with three to five years of experience. Someone who can provide administrative services to clients, compliance oversight and testing, as well as government filing. An individual who is motivated, a self-starter and has experience working in a remote setting. 

Roles and Responsibilities:

  • Verify employer contributions and prepare annual contribution calculations
  • Review contribution verification reports and communicate issues and corrections to clients
  • Consult with payroll group regarding eligibility, participant and plan limits, source issues
  • Works with Account Managers, Financial Advisors, and Plan Sponsors on client issues
  • Support plan consultant as needed regarding plan amendments
  • Manage a book of plans requiring full annual plan administration including but not limited to plan census, contribution calculations, required testing, account reconciliation, and tax form preparation. Answer questions from plan sponsors regarding plan design, eligibility, contributions, testing, vesting, and other aspects of plan operation
  • Top-heavy determinations: New Comparability / Age Weighted profit-sharing calculations 
  • Must have the ability to read and comprehend plan documents
  • Work closely with in-house administration team on questions regarding documents, notices, distributions, and loan issues 
  • Communicate (verbally and in writing) effectively with plan sponsors, participants, investment advisors, and record keepers.

Qualification, Experience and Skills Requirements:

  • Commitment to making the client’s experience as easy as possible
  • Ability and desire to get the details right
  • Belief that technology can help us work better, faster, and smarter
  • Ability and desire to think outside the box for new, creative solutions
  • Willingness to work within existing procedures to ensure accurate controls
  • Willingness to adapt and continuously change to meet new situations and to enhance our service offering
  • Commitment to life-long learning 
  • Team player
  • Excellent mathematical and Excel skills 
  • Excellent time management skills
  • Strong Attention to Detail; high level of accuracy 
  • Ability to meet deadlines, strong sense of urgency 
  • High Abstract Reasoning Ability
  • Strong verbal and written communication skills
  • Ability to research technical plan questions regarding plan design or operation and assist clients in understanding the information and options available
  • Extensive knowledge of ERISA and subsequent Regulations
  • Knowledge of all aspects of small /medium case plan administration/consulting as well as Plan Distributions/Loans
  • Working knowledge in DOL and IRS annual filing requirements and forms, as well as plan correction programs for both services
  • Experience working in FT Williams (3-5 years minimum)
  • Exceptional organizational skills and ability to multi-task
  • Ability to work independently but also be part of a great team of plan administrators
  • Prior knowledge of various types of 401(k)s, profit sharing, and other 401(a) type plans
  • Excellent communication skills, both verbal and written are required

Technology and Education Requirements:

Experience with Microsoft Office Products (Excel, Word, Power Point, Etc.)

FT Williams (3-5 years of experience required)

College degree is preferred 

How to Apply

Please submit your resume to

No Placement or Recruiting Firms

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