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(Remote)
Job Summary
All retirement plans must satisfy annual coverage, non-discrimination, and disclosure requirements on an annual basis. This position is mainly responsible for supporting employer contributions, coverage testing, nondiscrimination testing, and preparing certain IRS returns (Form 5500, 5330, 8955) for defined contribution plans. This position is responsible for quality control of defined contribution plans but may also prepare testing and/or 5500s for complex plans. This position may also support plan design, plan corrections and consulting with internal teams as well as plan sponsors and advisors.
Responsibilities
Skills & Qualifications
Salary: $75,000 - $92,000 base salary, based on experience, plus eligibility to participate in the company's bonus program.
Who We
Are:
EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries
and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.
AmericanTCS was built by a dedication to innovation,
integrity, and desire to help people achieve a successful financial outcome. AmericanTCS is comprised of several subsidiary companies including American Trust Custody, American Trust Retirement, American Trust Wealth, Pension Pro and Hub+, together they
provide industry-leading financial services to the American workforce with the mission to create financial security for all Americans. Currently, AmericanTCS has over $120 billion assets and supports over 300K retirement plans.
What We
Offer:
Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance,
PTO and 401(k) match (after applicable waiting periods).
Applications will be accepted on an ongoing basis.
A Verified Employer
American Trust Retirement has trusted BenefitsLink to help reach qualified candidates for this opening.