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Retirement Plan Administrator

Warren Averett

(Pensacola FL / AL / GA / Hybrid)

Warren Averett is a leading CPA and advisory firm that services span beyond audit and tax to include corporate advisory, technology and risk solutions, HR Solutions, and more. While gaining professional skills that you can carry throughout your career, we help our employees to build relationships that can take you where you’d like to go. Not only has Warren Averett ranked on two of Forbes’ Best lists (America’s Best Tax Firms and America’s Best Accounting Firms), but the firm has also repeatedly been named a Best Place to Work in several of our offices through our local footprint. We strive to hone a strong sense of comradery and to provide a good workplace culture where our employees can grow and thrive professionally and personally.

Warren Averett is seeking to add an experienced Retirement Plan professional to our Benefits Consulting division.  The ideal candidate will have a minimum of 3 years experience.

Responsibilities

• Overseeing all facets of administration and annual compliance of qualified plans
• Determination of plan eligibility, benefit or contribution levels, optimum and maximum tax deductible amounts
• Performance of annual testing to demonstrate satisfaction of IRS coverage and non-discrimination requirements
• Preparation of annual IRS/DOL Form 5500 reports and related schedules
• Preparation and review of participant distribution and loan packages as needed
• Response to consulting and administrative questions from clients
• Tracking and monitoring job progress to ensure that necessary data is requested and received in order to meet compliance deadlines

Requirements

• Minimum of 3 years of experience administering plans
• Compliance testing
• QKA preferred
• Ability to multi-task
• Strong organizational skills
• Superior communication and interpersonal skills
• Excellent analytical, decision-making and time-management skills
• Ability to independently manage workload and prioritize duties
• MS Excel
• Prior experience with Relius Administration software preferred, but not required

Warren Averett is an equal opportunity employer. We hire, promote and make all other employment decisions without regard to race, color, religion, gender, sexual orientation, national origin, citizenship, genetic information, military service, disability, age, or any other unlawful basis.

How to Apply

To apply, please email your resume to kim.riddle@warrenaverett.com.

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