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 2 positions at this
time: a experienced Senior Retirement Plan Administrator with at least 5+ years of experience in all aspects of plan administration. In particular, experience with Datair Pension Administration, Reporter and Document Systems is
preferred. The second position is for a Associate Retirement Plan Administrator with 2-5 years of experience with 401k administration. Experience with Nationwide, American Funds and John Hancock platforms is a
Completion of Annual Valuation Reports
Coordinating, Compiling and Requesting census information
Calculating Receivable Contributions
Calculating G/L for Pooled
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
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 starts at $100,000 plus 20 PTO and benefits for Senior Retirement Plan Administrator and $75,000 plus 15 PTO for the Associate Retirement Plan Administrator.
This position is in Lebanon, NJ.
Local candidates only - within 30 mile radius preferred.