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Plan Administrator

DWC ERISA Consultants LLC

(Remote)

Job Summary

Responsible for completion of annual nondiscrimination testing and completion of the annual form 5500 for 401k retirement plans. Works with advisors, auditors and plan sponsors to provide consulting on plan issues, contributions and Form 5500 reconciliations.     

Job Responsibilities

• Performs Nondiscrimination, Top Heavy & Coverage Testing for defined contribution plans up to 250 lives based on documented processes.
• Calculates retirement plan contributions and allocations, including Safe Harbor allocations, discretionary match and prorata profit sharing
• Calculates corrective actions for failures in annual testing. 
• Consult and explain the results of the testing and any required corrections
• Preparation of IRS Form 5500-SF, 5500-EZ and assists with preparation of Form 5500 with schedules 
• Assist with plan audit support, including reconciliations and preparation of assets and other plan reports
• Assist with accumulating data and reconciling assets for conversion plans
• Exceed internal and compliance deadlines
• Other duties as assigned

Requirements

• 3 - 5 years of experience (preferred)
• Ability to read and understand complex documentation surrounding 401k plans
• Knowledge of basic accounting principles and ability to apply knowledge to complete asset reconciliations for all plans
• Relius Administration and FT Williams software experience preferred
• Willingness to obtain QKA Certification
• Ability to reconcile transactions/assets on the Trust Statement
• Intermediate skillset in Microsoft Excel
• Must be moldable and willing to learn and grow in a dynamic work culture
• Self-Starter, highly self-motivated, ability to work independently and problem-solve
• Ability to effectively prioritize and execute tasks while under pressure
• Ability to meet seasonal deadlines based on IRS and Department of Labor regulations
• Strong listening, interpersonal, written and oral communication skills
• Strong attention to detail
• Basic customer service skills

How to Apply

Apply Now

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