The successful candidate will be responsible for the
administration of 50-70 Qualified Retirement Plans. The individual must comprehend and navigate numerous complex legislative and governmental compliance issues associated with such plans and provide outstanding customer service to our clients and their
Administer qualified plans:
Process participant distributions and loans
Census analysis and determination of participant eligibility
Reconcile trust accounts
Calculate and allocate contributions (including cross-testing and safe harbors)
File appropriate government forms: Form
5500, Form 8955-SSA, Form 5330, Form 1099-R, etc.
Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
Strong verbal and written communication skills
analytical skills, attention to detail and high level of accuracy
Ability to independently manage workload and prioritize duties
Develop effective working relationships with clients and maintain client communications
the continuing education requirements relevant to professional designation(s)
Experience / Skills
Bachelor's degree in Accounting, Finance or related field; experience in lieu of degree will be considered
Minimum 7 years recent hands-on 401(k) administration experience for candidates who require a home office work arrangement. Less than 7 years of hands-on experience will be considered for on-site candidates.
Qualified Pension or 401(k)
Administrator certification is a plus (QPA, QKA)
Microsoft Office skills required, experience with FIS Relius Administration software a plus