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Client Service Executive: Employee Benefits Consulting

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Retirement Plan Administrator

Wells Thomas, LLC

(Branford CT)

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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 administration
  • Read and interpret plan documents and IRS/DOL regulations
  • 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, preferred
  • 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 range: $50,000-90,000/yr

Compensation and benefits package is competitive and will be reflective of candidate's qualifications.

How to Apply

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


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