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Retirement Plan Administrator

Bates & Company, Inc.

in Remote / 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.


  • 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:

  • Prepare and interpret plan documents
  • Review of census data / determine eligibility
  • Contribution calculations / allocations
  • Compliance / non-discrimination testing (ADP/ACP/401(a)(4) Testing)
  • Reconciliation of plan assets
  • Preparation of form 5500, related schedules and valuation
  • Distributions
  • Clear and effective on-going communication with our clients


Medical, Dental and Vision Insurance
Life Insurance
Long Term Disability Insurance
401(k) Profit Sharing Plan with 3% Safe Harbor Contribution
Generous Paid Vacation
Paid Holidays

We are a 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:

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

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