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Retirement Benefits Administrator

Blue Benefits Consulting

in Columbus OH

Retirement Benefits Administrator – Columbus, OH    

Blue Benefits Consulting, Inc. helps employers help their employees save for retirement! We do that by building relationships with our clients, understanding their goals and helping them reach those goals as their trusted advisors. We are looking for an experienced retirement plan administrator to join our team based in Columbus, Ohio. As an Administrator on the Ohio practice team, you will have a role in all phases of retirement plan administration, primarily 401(k), but including cash balance/401(k) paired plans, and serving a variety of clients. 

This position is located in Columbus, Ohio. Blue Benefits Consulting, Inc. is an affiliate of Blue & Co., LLC, a regional CPA firm. Blue & Co. has been recognized as “Best Places to Work” in both Indiana and Kentucky and a “Best Employer” in Ohio for years!    www.bluebenefitsonline.com 

In this role, you can: 

  • Contribute to an expanding practice that welcomes innovation.
  • Grow with the support of management across the firm and flourish on a team that boasts an average of over 20 years of experience.  
  • Thrive in our energetic corporate culture, business casual environment and receive competitive benefits and pay.  
  • Receive ongoing training to continue to grow professionally in a stable career.
  • Interact with a variety of clients on the phone and in meetings.

Position Responsibilities:

  • Administration of key or large clients; assistance with annual audits.
  • Review compliance and administration work performed by others.
  • Client and advisor relationship development and maintenance.
  • Review and interpret plan documents to ensure compliance with DOL and IRS requirements.
  • Trust accounting and asset reconciliation.
  • Calculate and allocate annual employer contribution and forfeitures; review eligibility and complete vesting determinations.
  • Compliance testing, including ADP/ACP, non-discrimination, coverage and top heavy.
  • Preparation of annual valuation and Form 5500 filing.  
  • Assist with plan design and new business development.

Position Requirements:

  • Good communication skills with clients, contacts and advisors 
  • Solid understanding of recordkeeping software; Relius experience desired.
  • 5+ years’ experience with qualified retirement plan administration, Third Party Administrator preferred.
  • Bachelor’s degree in related field preferred.
  • Qualified 401(k) Administrator (QKA) credentials through American Society of Pension Professionals of America (ASPPA) preferred. 
  • Understanding of plan design and composition of qualified plan documents.
  • Experience with balance forward & daily valuation (Platform) plans.
  • Superior attention to detail and organizational skills; must be a self-starter.  
  • Experienced in MS Office (Word, Excel, and PowerPoint).
  • Travel to other offices 5-10% of the time for client meetings, training, including some overnights.  
  • Physical demands include the ability to lift up to 20 pounds, sit for long periods of time and the use of a desktop computer.  

We are responsive. We are caring. We are advocates.
 Blue & Co., LLC, is proudly ranked as the 56th largest CPA firm in the U.S. From a startup in 1970 to thirteen offices throughout Indiana, Kentucky, and Ohio, our success is driven by a culture of responsive solutions for our clients and a real commitment to our employees.

We will not sponsor an employment related visa for this position. A background check will be required for employment in this position. Blue is an EOE/AA employer. M/F/D/V.  All individuals, including minorities, women, individuals with disabilities, and veterans are encouraged to apply.

How to Apply

Apply Now


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