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Administrator/Consultant (DC and DB)

TPA Professionals

in Remote

Reputable TPA with multiple needs due to continued growth. Actively interviewing for both back office and full service (A-Z + client facing) needs.

Responsibilities:

• Managing all facets of A-Z administration and annual compliance on a manageable caseload of qualified plans including Defined Contribution, Defined Benefit, and Cash Balance
• Perform valuations for defined benefit (including cash balance) and profit sharing (including 401k) plans
• Determination of plan eligibility, benefit or contribution levels, optimum and maximum tax-deductible amounts
• Performing annual testing to meet requirements for IRS/DOL coverage and non-discrimination requirements
• Preparation of annual IRS/DOL Form 5500 reports and related schedules
• Preparation and review of participant distribution and loan packages as needed
• Response to consulting and administrative questions from clients

Requirements:

• Minimum of 3+ testing cycles in a TPA environment
• Interpret plan documents
• Extensive knowledge of ERISA, IRS & DOL regulations
• Ability to multi-task and thrive in a fast-paced environment
• Attention to detail
• Strong organizational skills
• Superior communication and interpersonal skills
• ASPPA designations a plus or be willing to obtain designations
• Non-proprietary industry software experience for administration and documents (Relius, ASC, FT Williams, Datair)
• CRM database

Employee Benefits offered:

• Competitive base pay + bonus; Full suite of benefits including PTO, 401(k), Medical, Dental, etc.
• Employer sponsored industry continuing education through ASPPA or NIPA
• Work-life balance!!!
• Remote or onsite if near an office!

How to Apply

To apply, please email your résumé to TPAprofessionals@yahoo.com Option to include a little introduction about yourself! Please ensure your phone number is included so we can contact you.

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