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Qualified Retirement Plan Administrator

N.A. Falcone & Associates, Inc.

in Willow Grove PA

Logo for N.A. Falcone & Associates, Inc.

N.A. Falcone & Associates, Inc. is excited to add to our team a Defined Contribution Retirement Plan Administrator and Consultant who is seeking a career-oriented position where they can provide high level client service while working in an environment promoting professional growth and skill enhancement.

Our firm is a well recognized provider of creative customized retirement plan design, consulting and administration for employers of all sizes and industries. We partner with the leading national recordkeepers and retirement institutions, financial professionals, accountants, and others to ensure the utmost quality and service for our clients and associates.

We place strong emphasis and value on personal growth, career development and continuing education while offering a competitive salary and generous benefits package. We are looking forward to enhancing our growing team with professional, enthusiastic and committed individuals.

Primary Roles:

  • All compliance and administration services for Defined Contribution Plans (401k, Profit Sharing, New Comparability Cross-Tested, Money Purchase Pension, 403b, etc.), including:
  • Asset and Trust reconciliations
  • Compliance and Nondiscrimination Testing (ADP/ACP, Coverage, Top-Heavy, 415 limits, etc)
  • Employee census data reconciliation
  • Contribution and allocation calculations (Employer Match, Safe Harbor, Top-Heavy Minimum, New Comparability and other Profit Sharing, etc.)
  • Preparation of Valuation and Compliance Reports
  • Governmental Filings (Forms 5500, 8955-SSA, 1099-R/1096/945, 5330, etc)
  • Correction of compliance violations (ADP/ACP corrections, VCP submissions, etc.)
  • Large Plan/Filer audit support
  • Consulting on IRS and ERISA compliance matters
  • Assist with plan conversions and special projects
  • Work closely with Colleagues, Plan Sponsors, Recordkeepers, and other Professionals to help Clients maintain and succeed with reaching the goals of their qualified retirement plans
  • Consult on Plan design options

Candidate Experience / Skills:

  • Experience with Relius / FIS administration software a plus.
  • Strong written and oral communication, analytical, problem solving and organizational skills.
  • Ability to work independently and with internal consultants, executives and administrators.
  • Able to multi-task and maintain a professional approach in a fast-paced business environment.
  • Skilled at working within a multi-functional organization.

We offer competitive salary, health / dental, retirement plan, and other benefits and strongly support ASPPA/ARA and IRS professional designations and continuing education.

Please feel free to visit our website at www.nafalcone.com.

Job Type: Full-time

How to Apply

To apply, please email your resume to tpa@nafalcone.com


A Verified Employer
N.A. Falcone & Associates, Inc. has trusted BenefitsLink to help reach qualified candidates for this opening.

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