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Plan Administrator II

DWC - The 401(k) Experts

(Remote)

Company Overview

DWC, a subsidiary of FSG Parent L.P., provides plan document, compliance, consulting and government reporting services to more than 8,000 clients in all 50 states, ranging in size from single participant defined benefit plans to complex 401(k) plans including several thousand employees. In addition to our renowned responsiveness and obsession with detail, we put a commitment to client service at the center of everything we do. We prioritize accessibility and responsiveness, and we are obsessed with detail. 

Every consultant at DWC has a commitment to excellence in their DNA. Our culture emphasizes helping everyone around us perform at the highest level and requires that all work be completed at an A+ level, without exception.

DWC is continually seeking candidates to join our team who are fiercely committed to client-centered service, passionate about helping our clients and advisors, and who truly enjoy working in the retirement plan industry.

To learn more, visit https://www.dwc401k.com/

Job Summary

Responsible for completion of annual nondiscrimination testing and completion of the annual form 5500 for 401k, 457, 403(b), and non-ERISA 403(b) 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
• Calculates retirement plan contributions and allocations, including Safe Harbor allocations, discretionary match and 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
• PensionPro and FT Williams software experience preferred
• QKA Certification preferred
• 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 

How to Apply

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