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Retirement Plan Administrator

My Benefits, LLC

(Remote / Daphne AL)

Company: 

Sometimes something extraordinary is just around the corner. My Benefits, LLC is a rapidly growing and industry leading retirement plan consulting firm. With tremendous passion for supporting financial advisors, their business owner clients and retirement plan participants, we are committed to thinking differently and challenging the status quo in the retirement plan industry. We strive to develop innovative solutions to deliver an ideal client experience and help all Americans achieve a dignified retirement. Headquartered in Atlanta, GA, with an Administrative Office in Daphne, AL, and growing teams in South Carolina and Jacksonville, FL, we truly believe in the magic of a collaborative team environment.  We are proud of our team and what we have accomplished as a company. We believe in nurturing the creative spirit and that philosophy continues to push us forward. We are excited for the right person to join our team!

Job Description:  

My Benefits, LLC (www.mybenefits.me) is seeking an experienced Plan Administrator to join the team. The successful candidate will be responsible for taking direct ownership for administering, communicating and consulting with financial advisors and their business owner clients.  This highly motivated, dynamic and articulate individual must be dedicated to help support the success of teammates, clients and partners.  Your personal interaction skills will be heavily utilized when communicating meaningful deliverables to financial services professionals, business owners, human resource professionals and colleagues.  As a My Benefits, LLC Plan Administrator, you will be joining a collaborative team of peers and colleagues working on game-changing retirement plan solutions. 

My Benefits offers:

• Competitive compensation and benefits
• A positive team environment that fosters learning, collaboration, and fun
• A dedicated team to support with growing your knowledge and professional development

The candidate must:

• Manage all aspects of client administration for 80-85 assigned accounts
• Answer client calls and correspondence regarding all facets of retirement plan administration
• Review Annual Census and Client Questionnaire, Plan Documents, and Plan Highlights for completeness and accuracy
• Retrieve, review, prepare and upload current year data to compliance system
• Run/evaluate employee eligibility to participate including identifying HCE/Key employees
• Prepare all required discrimination testing including ADP, ACP, 402(g), 404(a), 410 (b), 414(s) 415 and 416 testing
• Complete annual trust accounting and plan valuations including Form 5500 and all required schedules; prepare 5330 as necessary
• Finalize Year-end documents and prepare annual valuation binders
• Be proficient in reviewing plan distributions
• Assist with required notices, plan consulting, and amendments
• Resolve any plan, transaction, and/or distribution issues by clarifying, determining the root cause, selecting and explaining the best solution, and expediting correction or adjustment; following up to ensure resolution
• Provide all other admin support as needed such as data entry for lost earnings, audit package requests, etc.

Requirements:  The candidate will:

• Have 3 or more years’ retirement plan administration experience
• Hold a bachelor’s degree or comparable professional work experience
• Possess strong financial acumen/math skills and the ability to put accounting principles into practice
• Demonstrate strong customer focus and an excellent phone manner
• Have the ability to solve problems without direct supervision
• Have strong attention to detail, organization, multi- tasking, and follow up skills
• Demonstrate superior interpersonal, written and verbal communication skills with the ability to clearly, confidently and professionally convey complex subject matter in an approachable way
• Thrive in a team environment and be a positive team player
• Be a confident self-starter with a “can do, will do” collaborative attitude
• Thrive in a fun, team environment and be a positive team player
• Want to truly learn and develop leading subject matter expertise
• Have technology and computer proficiency in Microsoft Office, PensionPro and FT Williams
• ASPPA and/or NIPA designation(s) strongly preferred

How to Apply

To apply, please email your résumé to marybethobrien@MyBenefits.me 

No calls or other emails to My Benefits, please.

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My Benefits, LLC has trusted BenefitsLink to help reach qualified candidates for this opening.

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