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Retirement Plan Administrator

Integrated Pension Services, Inc.

in Telecommute

Integrated Pension Services is a fast-growing TPA firm located in Leominster, Massachusetts.  We have been providing exceptional retirement plan administration to our valued clients for over 45 years.  We are currently seeking a highly motivated, experienced individual to join our team as a Retirement Plan Administrator.  Appropriate candidates for this position should be those who are team players, great communicators and excited about the opportunity to grow personally and professionally.  This is a work-from-home position.

Responsibilities:

The following responsibilities will be carried out for an assigned book of business.

• Reconciliation of trust assets
• Eligibility determination
• Annual compliance testing
• Tax Form preparation (Form 5500 and related schedules)
• Process Distributions and Loans
• Plan Document amendments and restatements as needed
• Communicate directly with clients and plan participants, advisors, CPA’s, Record-Keepers and payroll companies.

Qualifications:

• 2-3 years prior plan administration experience
• ASPPA or NIPA designations preferred
• Prior experience with Ftwilliam plan administration software
• Demonstrated ability to work independently and meet critical deadlines
• Excellent verbal and written communication skills
• Ability to work well in a virtual team environment
• Desire to learn new processes and job functions

Compensation & Benefits:

We offer competitive compensation based on experience level.  Benefits include access to health and dental insurance, 401(k), paid vacation time and holidays and education/technology reimbursement.

How to Apply

Interested candidates should forward their resume via email to Mike Clark mike@integrated-pension.com.  Interviews for this position will be conducted virtually.

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