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Defined Benefit/Defined Contribution Plan Consultant

Qualified Plan Administrators, Inc.

in Remote / Greensboro NC

A full-service third-party administration (TPA) firm based in Greensboro, North Carolina, Qualified Plan Administrators, Inc. was built from the ground up to provide unparalleled service, expertise and guidance in the administration of our customers' retirement plans. For over 30 years we have worked hard to earn the trust and confidence of our clients, as well as the many CPAs, Attorneys, and Investment Professionals with whom we work. Our company is growing and looking to expand our team that supports defined benefit and defined contribution plans.  If you are an experienced administrator looking for a career in a growing, team focused organization; we should talk!

Qualified Plan Administrators, Inc. is seeking an experienced 401(k) Retirement Plan Consultant. The successful candidate will be responsible for maintaining customer relationships and by performing all day-to-day work that is required for retirement plan administration. The ideal candidate should have retirement plan administration experience, strong attention to detail, and superior customer service skills. The candidate must also have excellent organizational, communication, and problem-solving skills.  

Job Description:   

• Manage all aspects of client administration for defined benefit and/or defined contribution plans
• Answer client, advisor, and accountant calls and correspondence regarding retirement plan administration providing guidance for all compliance related items
• Prepare Annual Administration reports, Form 5500, and related schedules
• Calculate maximum and minimum contribution amounts for plan sponsors to determine the optimal contribution levels
• Perform non-discrimination compliance testing ADP, ACP, 402(g), 415(c), Top Heavy and 410(b) Coverage
• Reconcile fund balances at plan and participant level
• Interpret and analyze plan documents as well as legal contracts to resolve issues relating to employer sponsored plans.

Qualifications:

• 3+ years of retirement plan administration experience
• Hold a bachelor’s degree or comparable professional work experience
• Possess strong financial acumen and the ability to put accounting principles into practice
• Demonstrate strong customer focus; written and verbal
• Solve complex problems with limited direct supervision
• Have strong attention to detail, organization, multi-tasking, and follow up skills
• Thrive in a team environment and be a positive team player
• Have technology and computer proficiency in Microsoft Office
• Experience with ASC Administration, including PensionPal and FIS-Relius Document System is a plus
• Experience with insurance products is a plus

We offer a flexible work schedule, including remote capabilities, competitive benefits and compensation package.

How to Apply

No phone calls to Qualified Plan Administrators, Inc, please.

Email resume and salary requirements to: traviso@qpa-inc.com

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