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Retirement Plan Administrator

Third Party Administrator

in Remote

Responsibilities include:

  • Manage a caseload of small to mid-sized daily valued 401(k) plans – may also include 403(b), 457 and Profit Sharing plans
  • Allocations, reconciliations and plan terminations
  • Prepare 5500 form filings
  • Non-discrimination testing (ADP, ACP, Top Heavy, 415L, etc.)
  • May also handle loan processing and check disbursements
  • Subject matter expert to clients and advsors
  • Experience with conversions and plan documents helpful

Required Experience:

  • 3+ years pension administration experience in a TPA environment
  • Proficiency with pension administration software (can include: Relius, FTWilliam, Datair, ASC, etc.)
  • ASPPA designation ideal or willingness to pursue designations
  • Excellent verbal & written communication skills
  • Exceptional time management and organizational skills with strong attention to detail
  • Strong collaborative work ethic and desire to work cohesively with other team members
  • Positive attitude and desire to grow professionally

How to Apply

Qualified candidates may submit resumes to: retirementservicesjobs@gmail.com


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