IRON provides fiduciary and retirement solutions to a broad array of
defined contribution plans and investment intermediaries. We serve clients including publicly traded companies, privately held entities, union and non-union plans, and not for profit organizations.
IRON delivers its expertise by offering either fully
bundled plan solutions and services or more tailored investment fiduciary only solutions for specific needs. Through our consulting approach with plan sponsors and their advisors, we customize and provide:
Section 3(38) Investment Fiduciary
Managed risk based portfolios
Participant enrollment and education
Plan and participant communication
Plan Administration, plan design, Compliance
We are looking for an individual who has current experience independently managing an assigned group of plans. Managing your assigned group of plans would include: census scrub, discrimination
testing, contribution allocation, asset reconciliation, preparation of the annual valuation for the client and the Form 5500.
In addition to the standard retirement plan administration duties a
Plan Administrator will be responsible for the following:
Effectively communicate the necessary regulatory information and testing requirements to clients in a way that can be easily understood by individuals who are not in the
Must be able to perform nondiscrimination testing and review the results for accuracy.
Participate in plan design meetings w/clients.
Establish (new clients) or maintain (existing clients) the legal plan documents in
order to ensure plan compliance.
Participate in continuing education opportunities provided by IRON.
Maintain workflow status in PensionPro Workflow. Previous experience with Workflow is not required.
Work with and educate
(if needed) the plan sponsor to ensure they fully understand their role and responsibility.
Bachelor's degree or an equivalent combination of
education, training, and experience.
3-5 years previous retirement plan administration experience.
Knowledge, skills and abilities:
Customer service skills
including the ability to manage client expectations and provide superior follow-up service.
Working knowledge and understanding of retirement plan administration and associated regulations and IRS tax
The ability to work on multiple projects simultaneously, to think and make decisions quickly while maintaining accuracy.
Strong organizational skills.
Microsoft Excel, Word and Outlook highly preferred
Experience using Datair and PensionPro Workflow is preferred however not a requirement
Excellent written and verbal communication skills are required