Steidle Pension Solutions, LLC is located in Lebanon, NJ. Local candidates only - within 30 mile radius preferred.
TPA firm focusing on the small to mid-size plan market looking to fill the following position
at this time: a experienced Senior Retirement Plan Administrator with at least 3 years of experience in all aspects of plan administration. In particular, experience with Datair Pension Administration, Reporter and Document Systems is
preferred. Experience with Nationwide, American Funds and John Hancock platforms is a plus.
Completion of Annual Valuation Reports
Coordinating, Compiling and Requesting census information
Calculating Receivable Contributions
Calculating G/L for Pooled accounts
Performing all annual testing including ADP / ACP; coverage; non-discrimination including cross-testing, etc
Overall technical familiarity with plan
rules including contribution limits, benefit restrictions under IRC 436, distributions, loans, hardships, etc.
Preparation of Plan Documents, Notices, Amendments etc. using Datair
Consultation with Plan Sponsors regarding Plan related issues.
5500, 8955 and 1099 preparation
Applicants should have a strong desire to exceed client expectations, have an in-depth understanding of
retirement plan rules and regulations.
Pension education and credentials are valued and supported. Compensation ranges from $60,000 to $90,000 PTO and benefits based on experience,.
This position is in Lebanon, NJ. Local candidates
only - within 30 mile radius preferred.