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3(16) Administrator

SetAway, LLC

(Remote / Bedford NH / CT / MA / ME / VT / Hybrid)

Are you tired of feeling like just another number at your current job? Do you want your ideas to be heard and make a real impact on the business you work for? If so, NOW is your chance to join a dynamic and growing TPA (Third-Party Administrator) firm where your contributions are valued!

We are looking for a 3(16) Administrator to join our expanding team. This is an exciting opportunity for someone who is passionate about working with plan sponsors and participants. Service and relationships are at the heart of everything we do.

Position Overview:
As a 3(16) Administrator, you will play a key role in ensuring the smooth administration of our clients' retirement plans. We are seeking a highly organized, self-starting individual who is eager to learn and grow within a company that values great culture and teamwork.

Key Responsibilities:

• Timely and effective communication with clients, participants, and recordkeepers (via phone and email)
• Prepare accurate calculations of eligibility, deposit reconciliation, and vesting
• Review and interpret plan documents and qualified plan rules and regulations to ensure compliance
• Pull payroll reports and reconcile to Recordkeepers
• Navigate and manage data across various recordkeeper websites
• Provide comprehensive quarterly reviews of plan operations to clients
• Distribute notices, enrollment packets, terminations
• Review election percents

Qualifications:

• Excellent computer skills, including strong knowledge of Excel
• Experience working with various recordkeeper websites and pulling payroll reports
• Ability to interpret plan documents and apply qualified plan rules and regulations accurately
• Strong communication skills (both oral and written)
• Experience accurately calculating amounts and working with participants and recordkeepers
• Ability to work well in a team environment
• Excellent organizational skills and attention to detail
• Ability to multi-task and meet deadlines in a fast-paced environment
• Experience with ASC is a plus, but not required
• Pension education credentials (ASPPA, NIPA) a plus, but not required
• 2+ years of experience in the retirement industry

Why Join Us?

• Competitive salary with bonus pay, PTO, and paid holidays
• Health insurance
• Company-sponsored retirement plan with 401(k) and profit sharing
• Growth opportunities within the company
• A supportive and collaborative work environment

We are looking for people who want to be an integral part of growing an exceptional business. If you're ready to make a real difference and work with a team that values and supports you, come join our TPA family today!

How to Apply

Please submit your resume and salary requirements to info@setawayllc.com. We look forward to hearing from you!

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