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DC / 401(k) Plan Administrator

Cleveland Area Financial / TPA Firm

in Beachwood OH / Telecommute

Cleveland area financial / retirement plan administration firm seeks detail-oriented, well organized DC / 401(k) Plan Administrator.  The DC / 401(k) Plan Administrator provides direct support to plan sponsors and their participants.


  • Day-to-day plan sponsor and plan participant phone interaction
  • Census analysis and determination of participant eligibility
  • Distribution & loan review
  • Calculation of employer contributions (including cross-testing and safe harbors)
  • Deposit reconciliation and trust accounting
  • HCE/Key employee determination
  • Annual IRC Testing
  • Participant vesting calculations
  • Review of Form 5500 & all related schedules
  • Input to optimize plan for both plan sponsors and participants

Preferred Qualifications:

  • Bachelor's degree in Accounting, Finance or related field
  • 1 to 3 years of experience working with retirement plans
  • Basic knowledge of ERISA, IRS and DOL rules & regulations
  • Excellent verbal and written skills
  • Interpersonal skills to interact effectively with colleagues, vendors, sponsors and participants
  • Excellent analytical skills, attention to detail and high level of accuracy
  • Excellent organizational, problem solving and time management skills
  • Ability to independently manage workload and prioritize duties
  • Strong knowledge of Microsoft Office (e.g., Excel, Word)
  • Relius and / or Pension Pro experience a plus
  • ASPPA designation is a plus but not required at time of application 


  • Health Insurance
  • Life Insurance
  • 401(k) Plan (immediate entry)
  • Personal / Vacation Time
  • Competitive Compensation

How to Apply

Please apply for the DC / 401(k) Plan Administrator position through our application website:

This ad has been viewed 1009 times. It expires on 12/30/2017.

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