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401(k) Retirement Plan Administrator

BDS Consulting Group

in Worcester MA

Boulay Donnelly & Supovitz Consulting Group, Inc., a small retirement plan administration and consulting firm, is seeking a team player to join its staff. We will consider candidates with experience or will train you for this challenging and specialized position. Please submit resume and salary requirements.

Position Details:

  • Hours are 8:00-4:00 / 37.50 hours per week for full time position
  • Long term position
  • Generous retirement benefits
  • Some additional hours necessary during tax season

Education and Experience:

  • College degree preferred with major in Math, Business, Accounting
  • Office experience preferred

Responsibilities:

  • Handle all aspects of plan administration for assigned clients
  • Collect employee data and reconcile contributions/assets
  • Prepare Annual Reports including employee eligibility, company contributions, compliance testing
  • Prepare Form 5500
  • Process termination distributions, loans, hardships etc. and prepare Form 1099-R
  • Prepare plan documents
  • Service clients on a day-to-day basis over the phone
  • Conduct regulatory and compliance research, reading and reporting, as necessary

Knowledge, Skills and Abilities:

  • Detail oriented
  • Proficient in math, strong analytical and/or accounting skills
  • Able to handle multiple tasks
  • Proficient in Microsoft Office, especially Excel
  • Skilled in building strong client relationships
  • Able to easily adapt to evolving priorities
  • Robust communication skills, both written and verbal
  • Strong organizational, case management and time management skills; attention to detail
  • Able to work independently as part of a team

Company Overview:

BDS Consulting Group is located at 324 Grove Street in Worcester, Massachusetts and has been providing retirement plan administration and consulting services to companies since 1969. We are a team of six who are dedicated to providing the best possible service to our clients in a professional, yet fun, office environment.

How to Apply

Email jdonnelly@bdsconsultinggroup.com


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