COVID-19 News
COVID-19 Webcasts

Featured Jobs

Experienced DC Administrator/ Reviewer

MGKS
(Telecommute / Phoenix AZ)

MGKS logo

401(k) Plan Administrator -- Sign-on bonus!

Blue Ridge ESOP Associates
(Telecommute)

Blue Ridge ESOP Associates logo

Client Manager

CMC Pension Professionals
(Telecommute / CA)

CMC Pension Professionals logo

DC/DB Retirement Plan Administrator

Steidle Pension Solutions
(Telecommute)

Steidle Pension Solutions logo

Retirement Plan Consultant

Definiti
(Telecommute / Dallas TX / University Place WA / The Woodlands TX)

Definiti logo

ESOP Administrator -- Sign-on bonus!

Blue Ridge ESOP Associates
(Telecommute)

Blue Ridge ESOP Associates logo

Retirement Plan Administrator

Carpenter Morse Group
(Telecommute / Longwood FL)

Carpenter Morse Group logo

Document Specialist

Definiti
(Telecommute / University Place WA / The Woodlands TX / Erie PA / Dallas TX / FL)

Definiti logo

Pensions Plan Administrator

Quantech Pensions LLC
(Anaheim CA)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


Plan Administration Manager

FranFund

in Fort Worth TX

Logo for FranFund

FranFund, Inc. is the leading provider of franchise and small business funding, offering a portfolio of funding solutions and 401(k) Third Party Administration.

We help businesses get their doors open and then get bigger. It’s a big job, and we need people with big goals, big ideas, and big hearts to do it.

SUMMARY

One of the funding solutions we offer is our FranPlan®, which is a Rollover for Business Startup (ROBS) plan that allows clients to use qualified retirement funds tax-deferred and penalty-free to start their business with no debt. ROBS plans have complex government requirements that necessitate ongoing Third-Party Administration (TPA). Our TPA services ensure clients have the support needed to keep their FranPlan qualified and compliant.

We are looking for an experienced Plan Administration Manager to help manage our TPA associates and work with our TPA clients on complex retirement plans. From day one, this individual will contribute to existing programs, while assisting with the development of new initiatives aligned with company and client goals. The Plan Administration Manager must be an organized multitasker able to manage and delegate projects, review and improve departmental processes, and meet tight deadlines.

RESPONSIBILITIES

  • Ensure Compliance with DOL and IRS requirements
  • Accurately interpret and apply plan document provisions
  • Perform annual compliance testing, including Actual Deferral Percentage (ADP) and Actual Contribution Percentage (ACP), coverage, etc.
  • Preparation of plan reports
  • Confirmation or participant eligibility and vesting
  • Preparation of Form 5500, related schedules and Forms 1099-R
  • Preparation of participant loan and distribution packages
  • Reconciliation of trust assets and client issue resolution
  • Calculation and allocation of employer contributions
  • Promptly respond to client requests
  • Participate in continuing education/training to keep current with the changing laws and regulations related to defined contribution plans
  • Consult and prepare plan amendments with clients
  • Develop strong relationships with internal staff for both superior client servicing and cross-selling efforts

SKILLS & QUALIFICATIONS

  • Minimum of five years of retirement plan administration experience
  • Strong understanding of retirement plans, ERISA, and the Internal Revenue Code
  • Experience with advanced issues i.e. controlled group, plan corrections, EPCRS
  • Understand plan documents (Basic Plan Document, Adoption Agreement, Summary Plan Description (SPD), Amendments, Summary of Material Modifications (SMM) and annual notices)
  • ASPPA designation (QKA or similar)
  • Experience with FT Williams products a plus
  • Client-focused
  • Polished verbal and written communication skills
  • Ability to adapt to changing priorities
  • Ability to effectively prioritize and execute tasks while under pressure
  • Highly organized with the ability to work in a team environment
  • Willing to work extended hours to meet pre-determined goals and deadlines
  • Ability to exercise discretion and independent judgment
  • Advanced experience with all Microsoft Office products
  • CRM experience (preferably Salesforce)
  • Typical scheduled hours are Monday through Friday 8:30 am – 5:30 pm; additional hours may be required dependent on business needs.  

How to Apply

email resume to hbejar@franfund.com 


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2021 BenefitsLink.com, Inc.