Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Post and Distribute
Your Jobs
ARPA News
ARPA Webcasts

Featured Jobs

Retirement Plan Administrator

Premier Plan Consultants
(Telecommute / San Diego CA)

Premier Plan Consultants logo

Director of 401(k) Implementation, Core

Human Interest
(Telecommute / Mill Valley CA)

Human Interest logo

Retirement Plan Administrator

My Benefits, LLC
(Telecommute / Daphne AL / Atlantic Beach FL)

My Benefits, LLC logo

Retirement Plan Consultant / Relationship Manager

Associated Pension Consultants
(Chico CA / Sacramento CA)

Associated Pension Consultants logo

401(k) Implementation Manager

Human Interest
(Telecommute / San Francisco CA)

Human Interest logo

DB/DC Administrator

Primark Benefits
(Telecommute / Burlingame CA)

Primark Benefits logo

Director of Finance

NYCDC of Carpenters Benefit Funds
(New York NY)

Retirement Plan Administrator

RSW & Associates
(CT / NJ / NY)

RSW & Associates logo

Retirement Plan Administrator

Bates & Company
(Telecommute / Winter Park FL)

Bates & Company logo

DB Retirement Plan Administrator

The Nolan Company
(Telecommute / Overland Park KS)

The Nolan Company logo

401(k) Consultant

TPS Group
(Telecommute / North Haven CT)

TPS Group logo

Product Support Consultant

ftwilliam.com part of Wolters Kluwer Legal & Regulatory
(Telecommute)

ftwilliam.com part of Wolters Kluwer Legal & Regulatory logo

Defined Benefit Retirement Plan Administrator

Benefit Associates, Inc.
(Telecommute / Huntington Beach CA)

Benefit Associates, Inc. logo

DC Retirement Plan Administrator

The Nolan Company
(Telecommute / Overland Park KS)

The Nolan Company logo

Employee Benefits/Health and Welfare Attorney

Miller Johnson
(Telecommute / Grand Rapids MI / Kalamazoo MI / Detroit MI)

Miller Johnson logo

Free Newsletters

“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


3(16) Services Team Leader

Compass 360, LLC

in Stratham NH

Logo for Compass 360, LLC

About Us:

Compass Retirement Consulting Group and Compass 360 are third-party administration firms that provide employers with retirement plan design, administration, actuarial services, and ongoing plan consulting.  Compass 360 is the Fiduciary arm of the group.  We create and nurture a partnership with our clients to understand their needs and create retirement programs that integrate with the financial and human resources goals. 

Job Summary:

Reporting directly to the Vice President of Compass 360 Operations, we're looking for an experienced Retirement Plan Administrator who can lead a team of five to eight remote and office customer service/payroll assistants to ensure weekly, monthly and quarterly deadlines and objectives are met with a high level of accuracy while performing annual testing and administration for a small book of business   Assist management to organize and create formal procedures and guidelines for completing daily workflow and create a formal training program for new employees. 

Essential Team Leader Duties (60%):

  • Ensure payroll contributions for all Compass 360 clients are processed and uploaded on a timely and accurate basis weekly. 
  • Ensure participant communications (annual notices, enrollment materials, blackout notices, fee disclosures, QDIA Notices, Safe Harbor Notices, and other custom communications), census data requests, and other projects are assigned and completed on a timely and accurate basis. 
  • Create formal guidelines and procedures for the processing of distributions (70.5, force-out, etc.), loans, and QDRO according to best practices and DOL regulations. 
  • Determine ways to better understand the demands, positives and pain points of the 3(16) Liaison position and determine ways it can be more effective.    
  • Research and recommend new methods to use technology to integrate Verify with record keepers and payroll vendors more effectively. 
  • Create a formal training program and timetable for new employees. 
  • Ensure participant calls and emails regarding enrollment, distributions, loans, and other info are responded to in a satisfactory manner. 
  • Participate in annual performance evaluation process for team of 5-7 Liaisons. 
  • Communicate expectations, assignments and responsibilities clearly and professionally.
  • Plan workflow and coverage to ensure vacations and other time-off can be taken.  

Essential Administrator Duties (40%):

  • Review plan documents and service agreements for new clients and upload required information into Datair software. 
  • Communicate directly with clients to ensure annual census and other required plan information is received. 
  • Perform annual testing (ADP/ACP, 402(g), Top Heavy determination, 410(b), etc.) accurately and timely. 
  • Prepare and complete annual valuations. 
  • Correct plan errors and late deferrals as needed.
  • Communicate failed test results to client in a clear and concise manner to ensure client understands results.  Complete excess forms for client and follow-up with client and vendors as necessary to ensure the corrections were made. 
  • Calculate employer contributions and true-up contributions accurately and timely. 
  • Perform other required projections, tests, and calculations as needed.  
  • Complete and file required government forms (Form 5500, 5330, 5558, etc.) as needed accurately and timely as required. 
  • Upload vesting information to vendor websites and ensure data is accurate. 
  • Create plan termination package and follow-up through required steps including testing, distributions, and filing find Form 5500 as required. 
  • Identify 70.5 and force out distributions for balances under $5,000. 
  • Prepare proposals for existing clients as requested by the Vice President of 360 Operations.    
  • Work directly with large plan auditors and/or DOL/IRS auditors as requested. 
  • Other tasks as requested. 

Attributes:

  • Bachelor Degree in business, communications, or related field with 3-5 years of related experience in customer service, financial services, payroll and/or retirement plan management
  • Proven customer service, supervision, and relationship management skills to build relationships with assigned clients and employees for the long-term. 
  • Strong verbal and written communications skills using clear and grammatically correct language 
  • The ability to problem-solve, be pro-active, and demonstrate initiative 
  • Robust time management and organizational skills with the ability to multi-task required
  • Comprehensive knowledge and understanding of retirement plans and payroll processing platforms 
  • Ability to work both independently and in a collaborative team environment
  • Superb attention to detail

How to Apply

Compass offers a competitive benefits package including medical, dental, vision, PTO, and a 401k plan with employer contribution.  Interested candidates are encouraged to email a resume and cover letter to jobs@compass-cg.com.  


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2021 BenefitsLink.com, Inc.