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Retirement Plan Administrator

Professional Capital Services

in Philadelphia PA

Responsibilities:

  • Performance of Nondiscrimination, Top Heavy & Coverage Testing for defined contribution plans.
  • Calculation of plan contributions and allocations
  • Preparation and delivery of the IRS Form 5500 with schedules
  • Advising and liaising with plan sponsors and financial advisors on all aspects of plan administration
  • Monitoring plan and participant limits
  • Setting up and maintaining plans on the recordkeeping system
  • Plan audit support, including reconciliations and preparation of reports

Knowledge & Experience

  • A minimum of 3 years prior Administrative experience
  • QKA preferred
  • Trust reconciliation skills
  • Relius Administration and 5500 software experience preferred
  • Strong attention to detail
  • Microsoft Office skills
  • Ability to meet deadlines
  • Excellent client service/communication skills
  • Ability to work in a team environment

Personal Attributes

  • Able to exercise independent judgement and take action on it.
  • Excellent analytical and creative problem-solving skills.
  • Excellent listening, interpersonal, written, and oral communication skills.
  • Logical and efficient, with keen attention to detail.
  • Highly self-motivated and directed.
  • Ability to effectively prioritize and execute tasks while under pressure.
  • Strong customer service orientation.
  • Experience working in a team-oriented, collaborative environment.

How to Apply

Qualified applicants should email their resume and references along with salary requirements and cover letter to egovillec@pcscapital.com and trustm@pcscapital.com

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