in Utica NY / Huntingdon Valley PA / Pittsburgh PA / Fairport NY / Syracuse NY / Houston TX / Telecommute
Hours/Week: 40 hours
This position is responsible for overseeing the workflow of assigned clients and retirement plans; communicating with clients; preparation of 5500 and ERISA reports and conducting compliance testing; maintaining proficiency in
regulatory developments. This position specializes in 403(b)/457 plans and is experienced in tax exempt and governmental plans.
Communicate with clients.
Maintain proficiency in regulatory
Review of annual reports.
Conduct and analyze discrimination testing.
Responsible for year-end allocations (including New Comparability calculations)
Prepare annual 5500 with related forms and reports and
assure timely filing.
Review new plan setup.
Assure that plans assigned remain in compliance with current rules and regulations.
Review transaction rejects.
Assist with census problems.
Assist in conducting Plan
audits when necessary.
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all
job-specific training requirements in a timely fashion.
B.S. Degree in Business or related field, ASPPA designations such as QKA, QPA, or CPC are preferred.
Well-developed written and oral communication skills
Proficient mathematics skills
Relate to co-workers and customers with respect, providing
clear and detailed information
Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills
Minimum three years of experience in Pension Plan Administration and Retirement Industry. Strong background in 403(b) / 457 plans is preferred. Knowledge of tax exempt and governmental plans including hospitals and
public education systems.
How to Apply
Please complete an application by selecting the link below: