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Retirement Plan Administration

The Benefit Advantage

in Telecommute

Logo for The Benefit Advantage

Details:  The Benefit Advantage, Inc. (TBA), is an aggressively growing boutique firm located in Auburn Hills, MI.  TBA offers a positive work environment that focuses on creating successful outcomes for our staff and our clients.

Responsibilities may include but are not limited to:

  • Assist Administrators with data entry, testing, year-end worksheets, distribution and loan approval, asset/trust reconciliation for qualified retirement plans.
  • Provide backup to administrators for plan sponsor telephone calls, emails and other requests.
  • Provide a high level of client service with timely responses to internal and external inquiries.
  • Monitor and follow-up on assigned items
  • Keep managers and administrators informed of sensitive client issues and special client projects.
  • Provide backup to consultants and other analysts.
  • Foster a positive work environment and support co-workers in achievement of individual and company goals.

Qualifications:

  • Retirement plan administration experience preferred
  • Excellent Microsoft Excel and Word skills
  • Excellent analytical and decision-making skills
  • Independently manage workload and prioritization of duties
  • Meeting internal and external deadlines
  • Superior communications skills, both oral and written 
  • Understanding of ERISA compliance requirements preferred 
  • Commitment to excellence in providing a positive client experience
  • ASPPA designation is a plus but not required at time of application 

Benefits:

  • Health Insurance
  • Life Insurance
  • 401(k) & Cash Balance Plan
  • Personal/Vacation and Flex Time
  • Competitive Compensation based on level of experience

How to Apply

Email a copy of your resume to cpauli@tba401k.com 


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