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Defined Contribution Processor

BTHR Solutions

in Telecommute

Logo for BTHR Solutions

The fully remote contract Defined Contribution Processor will work effectively with internal resources and external vendors to maintain a successful relationship with clients and to provide overall recordkeeping and consulting services for both basic and complex retirement plans.

Recent experience using Schwab Retirement Technology (SRT) systems for DC plan transaction processing is required and candidates without that experience can not be considered.

If you have experience using SRT to process DC plan transactions and are available now, this job could be a great fit for you!

Job Responsibilities:

  • Review enrollments for eligibility and ensure timely, accurate processing
  • Process trades, distributions, and loan requests
  • Process payroll data files including review of data and client correspondence
  • Reconcile asset balances (trust and participant accounts) including cash position and resolve discrepancies daily
  • Ensure compliance with plan document & IRS/DOL regulations
  • Produce quarterly valuations (participant statements, client reports, etc.) according to company standards, ensuring valuation checklists are complete and peer review is done according to SSAE18 standards
  • Coordinate with compliance team regarding preparation of IRS Form 5500/SAR, audit packages, RMDs, projected/final compliance tests, etc. for assigned plans
  • Process plan-level fees per service agreement (basis points, loan fees, etc.) and update fee tracking log; identify projects requiring additional billing and report them monthly on Special Billings Projects worksheet

Job Qualifications:

  • At least 3 years experience administering Defined Contribution Retirement plans required, ASPPA certification preferred
  • Experience using Schwab Retirement Technology software for DC Plan transaction processing is required
  • Strong proficiency with MS Office software including Word & Excel
  • Excellent mathematical aptitude, detailed and organized
  • Bachelor’s or Associates Degree in Mathematics, Business, Finance or Accounting preferred

How to Apply

Please apply on the BTHR Solutions careers site using the "Apply Now" button below

Or send your resume to and put "DC Processing" in the subject line.

Apply Now

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