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Retirement Plan Administration

The Benefit Advantage

in Remote

Logo for The Benefit Advantage

Details:  The Benefit Advantage, Inc. (TBA), is an aggressively growing boutique firm located in Auburn Hills, MI.  TBA offers a positive work environment that focuses on creating successful outcomes for our staff and our clients.

Responsibilities include but are not limited to:

  • Defined Contribution Plan Service
  • Review/interpret Plan Document, amendments, notices and SPD's
  • Analysis of Census
  • Timely and accurate completion of annual testing and reporting
  • Coverage and other non-discrimination tests
  • Identify key and highly compensated employees
  • Form 5500 and related report preparation
  • Loan calculations
  • Responsible for day to day client interaction

Qualifications:

  • Retirement plan administration experience
  • Excellent Microsoft Excel and Word skills
  • Excellent analytical and decision-making skills
  • Independently manage workload and prioritization of duties
  • Meeting internal and external deadlines
  • Superior communications skills, both oral and written 
  • Understanding of ERISA compliance requirements
  • Commitment to excellence in providing a positive client experience
  • ASPPA designation is a plus but not required at time of application 

Benefits:

  • Health Insurance
  • Life Insurance
  • 401(k) & Cash Balance Plan
  • Personal/Vacation and Flex Time
  • Competitive Compensation based on level of experience

How to Apply

To apply, please email your resume to cpauli@tba401k.com 


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