LT Trust Company is a privately held, rapidly growing 401(k) recordkeeping and administration firm headquartered in Denver, Colorado. We offer a true open architecture 401(k) platform that gives advisors and
plan sponsors the ability to choose the best of breed investments from any fund family with very competitive fees. In response to an influx of new business, LT Trust is looking to expand our team by hiring talented individuals that can provide excellent
service to our clients.
Market competitive salary
Eight paid holidays and 25 PTO days annually
Comprehensive medical and dental insurance plans
401(k) plan with 3% Non-Elective Safe
Business casual dress
Convenient downtown office location accessible by company provided RTD Eco Pass (Busses and Light Rail)
A fun, hard-working atmosphere
Opportunities for career
Build strong relationships with plan sponsors and advisors while serving as their dedicated relationship manager
Responsible for the overall client relationship experience,
including building and maintaining a strong relationship with plan sponsors, advisors, and TPAs
Analyze, troubleshoot, and problem solve recordkeeping issues
Respond to clients by reviewing and responding to incoming e-mail volume and
Provide training to Advisors, Plan Sponsors, and TPAs to communicate procedures relating to payroll submission, fund changes, loan and distribution processing, compliance testing, etc.
Advise Plan Sponsors on mandatory and
discretionary plan document amendments
Preparation of IRS Form 5500s and related schedules
Effectively complete annual administration for defined contribution retirement plans
Preparation of employer contribution calculations/
allocations and non-discrimination testing
Quality assurance review of participant statements, client invoices, fee disclosure notices, and compliance tests
Manage plan design and fund changes for existing plans, including preparation of
sample participant communication
Provide assistance and website training to Advisors, Plan Sponsors, and TPAs
Bachelor's degree or an equivalent combination of education and 9
years relevant experience.
Minimum of 5 years of 401(k) /defined contribution plan recordkeeping experience
Professional certification required or in progress: ASPPA (QKA, QPA), CEBS or NIPA (APA) (APR).
handling relationships with participants, advisors, Plan Sponsors, or TPAs.
Knowledge of ERISA Regulations and the applicable Internal Revenue Code is required