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Retirement Plan Administrator

Estate and Pension Advisory Board (EPAB)

in Remote / Cherry Hill NJ

For Third Party Administration Firm in Cherry Hill, NJ

A local TPA company providing design, administration and compliance services for Defined Benefit and Defined Contribution plans. The company has been in business for over 35 years and takes pride in providing personal customer service to our clients and advisors with professionalism and industry knowledge.

About Our Available Position: Retirement Plan Administrator (open to fully remote after after a period of in-office training)

The person in this position will be responsible for all phases of administration for a case load of clients assigned to them.

Responsibilities will include the following:

• Interpreting plan documents
• Ensure compliance with DOL and IRS requirements
• Calculation and allocation of annual employer contributions (including new comparability & partnerships), forfeitures
• Cross-tested plan calculations and testing
• Eligibility determination and vesting determinations
• Compliance testing, including ADP/ACP, non-discrimination, coverage and top heavy
• Preparation of Government Forms (Form 5500 and related schedules) and Annual Valuations
• Process plan distributions and loans
• Review Trust Accounting

Knowledge, Skills and Abilities:

• Minimum 3 years of experience with Defined Contribution Administration
• Knowledge and Experience with ASC software 
• Experience with Balance Forward & Recordkeeping (Platform) Plans
• Experience with Microsoft Office applications
• ASPPA credentials and/or are working toward certification (a plus)
• Must be a team player but also work well independently
• Desire to work successfully in a small company environment
• Good communication skills with clients, contacts and advisors

REFERENCES AND SALARY REQUIREMENTS MUST BE INCLUDED WITH YOUR RESUME.

How to Apply

Interested candidates should send their resume and salary requirements to resume@epabinc.com

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