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Retirement Plan Administrator

OneDigital

(Remote)

We are seeking a detail-oriented and organized Retirement Plan Administrator to join our team. In this role, you will be responsible for overseeing and managing various aspects of pension plan administration, including data reconciliation, plan testing, and participant account management. You will work closely with clients to ensure the accuracy of census data, process participant loans and distributions, and prepare required reports and plan documents.

Essential Duties and Responsibilities (include but are not limited to):

PENSION ADMINISTRATION

• Receiving and reviewing census spreadsheets from clients for accuracy; importing and exporting data into FT William’s pension systems
• Calculate eligibility, run contribution allocations, verify vesting
• Reconciliation of participant accounts, import contributions, distributions, gains/losses and fees
• Complete plan testing reports including ADP/ACP, cross-tested, top-heavy, etc
• Prepare Form 5500 and related schedules, valuation reports, plan documents, participant notices (Safe Harbor, QDIA, fee disclosures, etc)
• Process participant loans and distributions through various recordkeepers

GENERAL ADMININSTRATION

• Answer inbound phone calls from client participants - generate memos, emails and reports when appropriate
• Complete client and participant mailings
• Coordinate the preparation of correspondence, reports, and presentations for internal and external audiences
• Assist other departments with projects

Qualifications, Skills and Requirements:

• Knowledge of FT William’s a plus – training available
• Experience using Microsoft Office, to include Microsoft Excel, Word, PowerPoint and PDF programs desired
• Ability to communicate effectively both orally and in writing
• Strong organizational skills and ability to multi-task
• Ability to meet deadlines
• Excellent customer service skills
• Strong problem-solving, critical thinking, teamwork, and collaboration skills.
• Strong work ethic, productivity and professionalism

Additional Job Description

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

How to Apply

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