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Retirement Plan Administrator

Retirement Solutions Specialists

in Remote / Jacksonville FL

Do you have the desire to meet clients’ expectations while meeting or exceeding deadlines? Do you want to join a growing small business, TPA firm, with a solid reputation where we pride ourselves on having a collaborative, positive, family-like work environment? 

We are currently seeking full-time 401(k) Retirement Plan Administrators to join our growing TPA firm. 

We offer a competitive compensation and benefits package. This position can be either in-office, remote or hybrid.  

The ideal candidate will:

• Currently hold or be seeking their QKA Designation 
• Have a minimum of 2 years of experience with 401(k) retirement plans, preferably in a TPA environment
• Have 1-2 years of accounting experience is a plus
• Have strong Excel and other Microsoft skills
• Have strong knowledge of various Recordkeeping platforms
• Thrive in a fast paced, high-pressure environment

Job Responsibilities include:

• Provide superior customer service, including problem solving with minimal inconvenience to clients
• Work both independently and collaboratively with team members and managers
• Partner and communicate effectively with plan sponsors, auditors, actuaries, and financial advisors
• Be a resource for compliance research and recommendations
• Stay current with ERISA laws through self-study and company-sponsored training sessions
• Assist with project development & metrics reporting within Pension Pro
• Administer an assigned book of plans to include reviewing and reconciling plan activity and assets and prepare Form 5500; coordinate with plan sponsor to help ensure timely filing
• Collect data timely and efficiently
• Prepare and run annual compliance tests and report packages
• Calculate profit sharing allocations
• Review reports from numerous recordkeeping platforms for reconciliation 
• Assist Sales & Administration teams with plan design questions/recommendations
• May manage special projects as assigned
• Work independently with Microsoft Outlook, Excel, Word, and Adobe PDFs
• Work independently with Relius, ftwilliam.com and PensionPro
• Be a team player
• Have knowledge and experience of various recordkeeping sites
• Possess strong time management and organizational skills
• Possess good interpersonal skills, including oral and written communication
• Possess good reconciliation skills and strong problem-solving skills
• Be capable of multi-tasking, while maintaining focus and attention to details

Benefits for Full-Time (Salaried- Exempt) Employees include a 401(k) Plan with 3% SH-NEC Employer contributions, a flexible time off policy, paid sick time, paid Holidays (NYSE Market Holidays), Company paid Short-Term Disability and Life Insurance, all in addition to Medical, Dental and Vision options. 

Annual Salary Range (based on experience): $50,000 - $75,000 plus Discretionary Bonus

*SIGN ON BONUS AVAILABLE FOR QUALIFIED CANDIDATES*

How to Apply

To apply, please email your resume to jobs@retiresolutions.net

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