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Retirement Plan Administrator

Bates & Company, Inc.

in Winter Park FL

Logo for Bates & Company, Inc.

Bates & Company is a service oriented third party administration firm located in Winter Park (Orlando), FL.  We are currently looking for an experienced Retirement Plan Administrator. This position is a full time position with an assigned caseload.

Qualifications:

  • Minimum of 3 years of full retirement plan administration experience working with Defined Contribution Plans
  • ASPPA designation preferred, but not required
  • Knowledge of current ERISA, IRS and DOL rules and regulations
  • DATAIR experience preferred, but not required
  • Proficient in MS Office, with a high level of Excel experience
  • Detail oriented and independent person with excellent accounting, problem solving and organizational skills
  • Communicate effectively (verbally and in writing)
  • Time management capabilities
  • Motivated, self-starter with a positive attitude and dedication to our client's needs

Responsibilities include, but not limited to:

  • Review of census data / determine eligibility
  • Contribution calculations / allocations
  • Compliance / non-discrimination testing
  • Reconciliation of plan assets
  • Preparation of form 5500 and related schedules
  • Prepare and interpret plan documents
  • Distributions
  • Clear and effective on-going communication with our clients

We are an growing firm, and we treat each client with care and respect…they are our partners. If you're looking to take added responsibility in a growing, dynamic, fun and hard-working firm, this is a true Career Opportunity. We offer competitive salary and excellent benefits.

How to Apply

To apply, email resume to: batescoinc@gmail.com


A Verified Employer
Bates & Company, Inc. has trusted BenefitsLink to help reach qualified candidates for this opening.

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