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Employee Benefits Senior Associate

Allen, Gibbs & Houlik, L.C.

in Wichita KS

Logo for Allen, Gibbs & Houlik, L.C.

Employee Benefits Senior Associate

POSITION SUMMARY:

An Employee Benefits Senior associate will be responsible for addressing all areas of defined contribution plan administration in a daily environment including, but not limited to: quarterly valuations and participant statement preparation, testing, payroll allocations, trust accounting, distributions processing, and eligibility verification.

ESSENTIAL RESPONSIBILITIES:

  • Assisting clients (Plan Sponsors) with questions regarding their plan
  • Plan document interpretation
  • Assisting investment advisors
  • Preparing audit packages and working with the auditor
  • Transaction processing, as needed
  • Verification of plan position reports daily
  • Calculation of contributions
  • Compliance testing
  • Preparation of IRS Forms 5500,5330, and 1099’s
  • Prepare quarterly valuations and participant statements
  • SOC 1
  • Additional tasks as required
  • Answering phone calls assisting clients

QUALIFICATIONS:

  • Prefer a college degree or have taken classes in finance, accounting, or business
  • 5 plus years of experience in record-keeping or related financial field required
  • ASPPA credentials preferred
  • Proven knowledge and experience with IRS and DOL regulations
  • Excellent written and oral communication with clients and peers
  • Strong mathematical skills
  • Proven detail oriented and focused quality control
  • Excellent customer service skills
  • Proficient in Microsoft Word, Excel and Outlook
  • Proficient in Relias and Crystal Reports

WHY WORK FOR US:

 At AGH, you'll find an environment where good work is rewarded, and growth is valued. AGH offers competitive wages to qualified individuals and the opportunity to grow professionally and personally through diverse work experiences and formal training. Our top five people initiatives are:

  1. A challenging variety of work in a continuous learning environment
  2. Career/life integration
  3. Flexible work environment with great opportunity for advancement
  4. Ability to make a difference with clients and influence the AGH culture
  5. Individualized career pathing

How to Apply

Apply Now


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