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Third Party Administrator (Account Manager)

Staffordshire Benefit Consulting LLC

in Voorhees NJ

We are currently looking for an experienced Retirement Plan Administrator.  This position is a full time position with an assigned caseload.

Job Responsibilities to include the following but not limited to:

  • Manage all aspects of client administration for 80-85 assigned accounts 
  • Answer client calls and correspondence regarding all facets of retirement plan administration          
  • Prepare and Review Annual Census and Client Questionnaire, Plan Documents, and Plan Highlights for completeness and accuracy
  • Retrieve, review, prepare and upload current year data to compliance system
  • Run/evaluate employee eligibility to participate including identifying HCE/Key employees
  • Prepare all required discrimination testing including ADP, ACP, 402(g), 404(a), 410 (b), 414(s) 415 and 416 testing
  • Complete annual trust accounting and plan valuations including Form 5500 and all required schedules; prepare 5330 as necessary
  • Finalize Year-end documents and prepare annual valuation binders
  • Be proficient in reviewing plan distributions
  • Assist with required notices, plan consulting, and amendments
  • Resolve any plan, transaction, and/or distribution issues and expediting correction or adjustment; following up to ensure resolution
  • Provide all other admin support as needed such as data entry for lost earnings, audit package requests, etc.
  • Prepare filings for specialized projects (e.g. plan audits and VCAP Compliance Work).

Qualifications and Experience:

  • Knowledge of Defined Contribution and Defined Benefit plans.
  • Hold a bachelor’s degree or comparable professional work experience 
  • Demonstrate strong customer focus and an excellent phone manner
  • Have the ability to solve problems without direct supervision
  • Have strong attention to detail, organization, multi- tasking, and follow up skills
  • Demonstrate strong interpersonal, written, and verbal communication skills
  • Be a confident self-starter with a “can do, will do” collaborative attitude 
  • Knowledge of current ERISA, IRS and DOL rules and regulations
  • Have technology and computer proficiency in Microsoft Office, Relius or similar software
  • Have 4 or more years of retirement plan administration experience
  • ASPPA Credentials, preferred

Schedule: Monday through Friday

Job Type: Full-time


  • 401 (k)
  • Medical Insurance
  • Paid Vacation

Salary negotiable - based on experience

How to Apply

Send resume to:

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