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Plan Administrator

My Benefits, LLC

(Remote / AL / FL / GA / NC / SC)

Company:  Sometimes something extraordinary is just around the corner. My Benefits, LLC is a rapidly growing and industry leading retirement plan services and 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 the Southeast, 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 is seeking an experienced Relationship Manager responsible for executing a business plan to maintain and grow existing relationships and the development of new distribution partners.  In this role, the ideal candidate will be a highly effective communicator with our existing clients and utilize our reporting tools to ensure quarterly outbound communications are documented and maintained. This self-starter must be a highly motivated, dynamic, and articulate individual dedicated to helping support the success of teammates and clients.  Your personal interaction skills will be heavily utilized when meeting with financial services professionals, business owners, human resource professionals and retirement plan participants.  This Relationship Manager role is designed to be a long-term position with opportunities to develop professionally.  As a My Benefits, LLC Relationship Manager 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:

• Maintain retirement plan compliance utilizing all IRS and DOL regulations on assigned plans
• Answer internal and external 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
• Run/evaluate employee eligibility to participate including identifying HCE/Key employees
• Perform all required discrimination testing including ADP, ACP, 402(g), 404(a), 410 (b), 414(s) 415 and 416 testing
• Complete cross-testing, integration, and pro-rata calculations as assigned
• Calculate excess contributions, ADP/ACP corrections as required
• Balance plan annual trust accounting and prepare Form 5500 and all required schedules for audited plans
• Review and enter transaction data for SDBAs in ftWilliam
• Prepare 5330 as necessary
• Finalize Year-end documents and prepare annual valuation binders as needed
• Assist with required notices, plan consulting, and amendments
• Provide all other admin support as needed such as data entry for lost earnings, audit package requests, etc.

Requirements:  The candidate needs to:

• 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 William
• ASPPA and/or NIPA designation(s) strongly preferred

How to Apply

To apply, please email your resume and cover letter to managementteam@mybenefits.me

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