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Retirement Plan Administrator

Wells Thomas, LLC

(Branford CT / West Hartford CT)

Wells Thomas, LLC is a TPA firm with locations in Branford and West Hartford. Wells Thomas, LLC specializes in retirement plan compliance and consulting for over 900 retirement plans, including 401(k), profit sharing, 403(b), and 457 plans. The team is dedicated to creating tailored strategies to meet each client's unique needs and objectives. With a focus on providing exceptional service, Wells Thomas takes a hands-on approach to ensure the success of every retirement plan. The company is committed to offering a full range of services for both individuals and organizations. The position requires working closely with clients, team members and outside vendors. Communication skills and technical knowledge are vital.

Responsibilities:

• Administration of Defined Contribution plans (including 401(k), 403(b), Profit Sharing and Davis Bacon) of various sizes
• Consulting with business owners, human resource professionals and their outside advisors regarding all aspects of retirement plan
• Read and interpret plan documents and IRS/DOL regulations, and have the ability to identify and correct any compliance issues
• Read/prepare asset reports for both daily valuation and balance forward plans
• Fulfill IRS/DOL requirements for filing tax forms and various plan/participant disclosures

Qualifications:

• 3 or more years’ experience in a retirement plan administration position
• Knowledge of plan compliance issues, ability to perform and understand testing & corrections
• Detail oriented with excellent written and verbal communication skills
• College degree with continuing education in the retirement plan field preferred
• Excellent time management skills and the ability to work under pressure in a busy environment
• ASPPA, NIPA or ERPA designations highly desirable

Compensation and benefits package is competitive and will be reflective of candidate’s qualifications. Willing to train the right candidate with a related background or degree and the right attitude.

Benefits:

• 401(k)
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan

How to Apply

To apply, please email your résumé to amy.barbieri@wellsthomas.com

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