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DC Administrator

Pension Investors Corporation

(Remote / Altamonte Springs FL)

Pension Investors Corp, established in Florida over 45 years ago, is a full-service Third-Party Administration firm servicing clients nationwide with Defined Contribution (401K, Profit Sharing), Defined Benefit and Cash Balance plan administration.

POSITION: 401k/Defined Contribution Administrator

RESPONSIBILITIES:

•  Perform reconciliation of trust assets, contribution allocation, and participant accounts
• Review census data collected and enter data into administration software
• Prepare Employer contribution calculations (New Comparability, Integrated, and Po-rata)
• Create valuation reports and prepare Form 5500
• Determine if an ASG/CG exists 
• Non-discrimination testing
• Prepare DC valuations
• RMD Calculations
• Contribution Correction
• Testing Corrections
• ADP/ACP/401a General Testing
• Top Heavy Testing
• Loan Balancing
• Plan Compliance Checks
• Prepare and process participant loans and distributions.

In addition, candidate must be able to perform and ensure the following:

• Prioritize activities and manage time to provide quality client service effectively and efficiently to your assigned plan block
• Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.)
• Responsible for protecting, securing, and proper handling of all confidential data held by PIC to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to PIC or our clients
• Develop effective working relationships with team and internal departments to provide effective service for our clients
• Provide effective and timely verbal and written communication in a clear, concise, and informative manner to clients and financial advisors.
• Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and PIC business

REQUIREMENTS:

• Minimum of 5 to 7 years of retirement plan administration
• ASPPA/NIPA Credentialing a plus
• Experience with Datair as our primary system, also Pension Pro, ASC, and FT Williams systems (not required but helpful to have knowledge)
• Proficient with Microsoft Office Word & Excel
• Possess strong time management, organizational, problem solving, customer service and communication skills
• Able to work well under pressure with multiple priorities and meet deadlines while maintaining a strong attention to detail
• Individuals must be authorized to work in the United States without sponsorship

BENEFITS

• Health, dental, vision, group life, short term and long-term disability
• Hybrid work schedules after 90 days of employment
• 401k Plan offered with Company Match (fully vested)
• Generous PTO and Holidays off

How to Apply

Applicants should email their resume along with salary requirement to nancy@pensioninvestors.com "401k/DC Administrator” in the subject line

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