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Experienced Retirement Plan Administrator

Benetech, Inc.

in Santa Ana CA / Colorado Springs CO

Benetech, Inc. is one of the nation’s largest third-party administration firms, with regional offices throughout the U.S.  We have been serving small and medium-size businesses and their financial advisors since 1974. We are currently seeking experienced candidates for a Retirement Plan Administrator position, located in our Santa Ana, CA office and our Colorado Springs, CO office.

Primary duties and responsibilities include:

  • Serve as primary contact via phone and email and provide annual administration work for an assigned caseload of clients who sponsor 401(K), Profit Sharing and/or DB Plans.
  • Review and coding of census data; determination of eligibility for entry and contributions based on document provisions.
  • Thorough understanding of contribution calculations and allocations, coverage testing, highly compensated employee determination and non-discrimination testing.
  • Trust Reconciliation.
  • Recognize issues and determine solutions, while also managing necessary escalations.

Essential Skill Requirements:

  • Proven strong customer service. Effective verbal and written communication skills, with excellent interpersonal communication.
  • Excellent critical thinking and problem solving ability, with a proven ability to instill a strong sense of confidence with clients and their advisors.
  • Working knowledge of compliance and regulatory issues governing the operation and administration of Qualified Retirement Plans, as well as generally accepted practices and procedures.
  • Strong organizational skills, excellent attention to detail, ability to manage time and priorities effectively, in a fast paced, deadline driven environment.
  • Proficiency with MS-Office (Word, PowerPoint, Excel) and other PC applications.
  • Positive, professional demeanor.
  • Work effectively both independently and as part of a team.

How to Apply

Please send resume to:

Visit our web site.

This ad has been viewed 895 times. It expires on 11/17/2017.

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