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Retirement Administrator II

P & A Group

in Remote

Logo for P & A Group

Job description

Essential Functions

  • Coordinates and administers assigned complex caseload to ensure optimal client/customer satisfaction through proper interpretation of the plan document and all plan provisions;
  • Assists in the preparation and execution of plan documents such as original and amended plan text, SPD’s ancillary polices and required notices when applicable
  • Frequent contact with clients and their representatives to interpret and convey complex concepts, plan design provisions in a clear and logical manner
  • Prepares several types of spreadsheets for client review;
  • Performs all necessary ADP/ACP, 415, 410(b) testing, and all other required compliance testing, paying special attention to detail;
  • Resolves administrative problems with clients, plan representatives and plan participants in a timely and accurate manner;
  • Prepares and delivers to clients all required reports, such as annual valuations, participant statements, Form 5500 reports, etc. in a timely and accurate manner;
  • Performs all phases of case recordkeeping, distribution, and loan procedures in accordance with the plan provisions, government regulations, and departmental procedures;
  • Initiates related accounting functions such as billing, reconciliation, and plan funding;
  • Initiates and maintains records and retrieval methods that are following governmental and departmental policies;
  • Mentors team members and helps build their knowledge and understanding of various aspects of the role and industry
  • Assists the department manager in the training of new administrators, administrative assistants, and support personnel when required

EDUCATION / EXPERIENCE

  • Bachelor’s Degree and/or Equivalent Work Experience required
  • 3-4 years of defined benefit plan administration and manual calculation experience; for a variety of

plan types (401K, 403B, profit sharing, Davis Beacon)

  • Experience with Schwab or FTWilliams a plus
  • Industry Designations a plus

SKILLS/KNOWLEDGE/COMPETENCIES

  • Must be able to analyze, interpret, evaluate, and apply departmental policies, procedures, and administrative practices, recognize potential for client and company exposure, and be creatively involved in formulation of solutions.
  • Strong computer skills, including Microsoft Office. Expert level Excel skills required.
  • Solid oral and written communication skills with ability to convey one’s message with diplomacy and tact
  • Proven ability to effectively manage multiple priorities utilizing effective organizational and time management practices
  • Self-starter with the ability to work independently in a fast-paced environment with critical deadlines
  • Ability to develop and maintain positive relationships with both internal and external customers
  • Strong attention to detail
  • Comfort working in a results-driven team environment
  • Ability to apply critical thinking skills to provide solutions to problems and administration of assigned plans

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Expected hours: 40 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Tuition reimbursement
  • Vision insurance

How to Apply

Please click the link to apply

Apply Now


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P & A Group has trusted BenefitsLink to help reach qualified candidates for this opening.

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