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Retirement Plan Administrator

Bates & Company

in Telecommute / Winter Park FL

Logo for Bates & Company

Bates & Company is a service oriented third party administration firm with offices in Winter Park (Orlando), Clearwater (Tampa) and Jacksonville, FL.  We are currently looking to add two experienced Retirement Plan Administrators, in office preferred, but open to the right candidate for telecommute.  This position is a full time position with an assigned caseload.

Qualifications:

  • Minimum of 3 years of experience in the areas of retirement plan administration, Defined Contribution / 401(k) Plans or Defined Benefit / Cash Balance Plans
  • ASPPA designation preferred
  • Knowledge of current ERISA, IRS and DOL rules and regulations
  • DATAIR experience preferred, but not required
  • Proficient in MS Office, with a high level of Excel experience
  • Detail oriented and independent person with excellent accounting, problem solving and organizational skills
  • Communicate effectively (verbally and in writing)
  • Time management capabilities
  • Motivated, self-starter with a positive attitude and dedication to our client's needs

Responsibilities include, but not limited to:

  • Review of census data / determine eligibility
  • Contribution calculations / allocations
  • Compliance / non-discrimination testing
  • Preparation of form 5500 and related schedules
  • Prepare and interpret plan documents
  • Distributions
  • Clear and effective on-going communication with our clients

We are a growing firm, and we treat each client with care and respect…they are our partners. If you're looking to take added responsibility in a growing, dynamic, fun and hard-working firm, this is a true Career Opportunity. We offer competitive salary and excellent benefits.

How to Apply

To apply, email resume to: batescoinc@gmail.com


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