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Retirement Plan Administrator

ERISA Services, Inc.

in Remote

Logo for ERISA Services, Inc.

We are always looking to add new Talent to our Team. If you are looking for the last place you will ever want to work, then look no further. ERISA Services was voted Top Places to work in 2020, 2021, 2022 and 2023 by our Team of dedicated retirement plan professionals. At ERISA we like to say we are a Family. We truly care about each other and that is what makes our culture so special. Our Culture is one that promotes honesty, integrity and dedication to our clients, business partners and each other. We are always looking for hardworking individuals who are ready to roll up their sleeves and put in a good honest days work.

We are currently seeking a Retirement Plan Administrator to join our Team. This position is responsible for handling day-to-day retirement plan administration on an assigned caseload. This position does not interface with clients, but performs the primary responsibilities listed below. This position is not a management or supervisory position. This position is a remote position. If you are a team player, enjoy multitasking, have a keen eye for detail and possess the skill sets described below, we look forward to talking with you about our opportunity!

Primary Responsibilities:

  • Maintain the retirement plan within compliance of all IRS and DOL regulations.
  • Perform testing (includes, but not limited to Non-Discrimination, Class Allocation)
  • Cross Testing, Coverage Testing, Last Day Testing, Compensation Exclusion, Top Heavy).
  • Review of plan contribution activity and plan assets and annual reconciliation of plan loans and assets.
  • Preparation of annual valuation reports.
  • Allocation of assets / contributions on pooled profit sharing plans.
  • Preparing of Form 5500 and related Schedules.
  • Preparing of Form 8955-SSA.
  • Calculate excess contributions (415 Limit and ADP/ACP).
  • Plan Administration tracking.
  • Willing to work extended hours to meet pre-determined goals and deadlines as needed.

Qualifications and Experience:

  • 5+ years retirement plan administration experience.
  • Working knowledge of IRS and DOL regulations.
  • Experience with FT Williams plan Administration.
  • Experience with PensionPal a plus.
  • Above average problem solving skills.
  • Ability to establish priorities and meet deadlines.
  • Working knowledge of various retirement plan types.
  • QKA Professional designation desired or obtainable.

Please include a cover letter.

How to Apply

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

Apply Now


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