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Retirement Plan Administrator II

FranFund

in Remote / Fort Worth TX

Logo for FranFund

FranFund, Inc. is a growing financial services company, and we’re searching for an experienced Retirement Plan Administrator. This role is a mid-level position within the Third-Party Administration Department. Each Associate works directly with a senior administrator to learn aspects of retirement plan administration, compliance, and accounting.

About You:
You enjoy a challenge and have an aptitude for math and logic. You enjoy helping customers and take pride in delivering quality work. You enjoy learning and improving your skills.

About Us:
FranFund is headquartered in Fort Worth, TX, and is a leading franchise and small business funding provider specializing in Rollover as Business Start-Ups (ROBS) retirement plans. We help businesses get their doors open and then get bigger. It’s a big job, and we need people with big goals, big ideas, and big hearts to do it. Our team is small but mighty. We work hard to get the job done but take time to incorporate fun to help us stay connected and energized.

At FranFund, you will learn about a dynamic industry while having the opportunity to make contributions from day one. Our teamwork-focused culture encourages collaboration, creative problem-solving, and delivery of top-notch services.

What You’ll Be Doing:

  • Maintain client accounts – (400-700)
  • Ensure client database is updated
  • Advanced client communication and inquiries (corrections, control group, RMD, compliance testing)
  • Consult regarding Employee and Employer contributions
  • Exit strategy / Closing a Plan
  • Additional Investments
  • Educate employer about responsibility to the 401(k) and employees (i.e., enrolling)
  • Accounting / CPA questions related to ROBS
  • Documents all plan transactions during the year (loans, distributions, rollovers, contributions)
  • Prepares all required and optional plan amendments and restatements
  • The annual review process for all client accounts includes requesting and reviewing all data and inquiring about changes or potential issues from data provided
  • Prepare plan financials and 5500 with all schedules
  • Compliance Testing
  • Determine eligible employees based on census and plan document eligibility parameters
  • Prepare and send work product
  • Invite clients to sign 5500 and follow up as needed
  • Other Projects as needed
  • Organize client files on the server as needed
  • Train Plan Administrator I as needed
  • Refer preferred partnerships if appropriate
  • Communicate additional billing for services outside of what is included in the annual fee (corrections, extensions, etc.)
  • Assist Plan Administration Specialist with questions regarding plan operation or design

Knowledge & Skills:

  • High school diploma
  • Advanced Typing and Data Entry skills
  • Proficiency in Microsoft Office Suite with intermediate to advanced skills in Excel
  • Strong analytical and mathematical skills
  • Work well in a high-volume production environment
  • Demonstrate critical thinking abilities and exercise judgment when needed
  • Excellent customer service skills with high attention to detail
  • Prioritize workload based on department requirements and customer needs
  • Ability to multi-task in other areas of the unit
  • Positive attitude and team-oriented
  • CRM experience (preferably Salesforce)
  • Willingness to work extended hours to meet pre-determined goals and deadlines
  • 3+ years financial industry experience
  • Retirement Plan industry experience
  • ASPPA / QKA credentials a plus

Benefits & Perks

  • Competitive salary, PTO, and paid holidays
  • Robust medical benefits with generous employer contribution
  • Dental, Vision, Short-Term Disability, Long-Term Disability, Life / AD&D Insurance plans
  • Medical and Dependent Care Flexible Spending Accounts (FSAs)
  • 401(k) Plan with employer contribution

How to Apply

Please email your resume to clywood@franfund.com to apply.

Apply Now


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