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ESOP Benefits Specialist

Newport Group

in AL / AZ / CA / FL / IA / IL / KS / MA / MO / NC / TX / VA / WI


Newport Group has a great opportunity for an ESOP Benefits Specialist in our ESOP group. The ESOP Benefits Specialist will be responsible for reviewing census information and determination of eligibility, reconciliation of trust asset, compliance testing under code sections 404, 415, 410(b), and 416, allocation of employer contributions and posting of other participant activity to individual accounts and preparation and review of Form 5500 and related schedules

S/he will update all information into recordkeeping system, allocate investment gains/losses, allocate employer contributions and forfeitures, and balance summary of accounts to trust assets.


  • Bachelor’s degree or equivalent of related experience in the administration of retirement plans
  • Related ESOP experience
  • ASPPA designation a plus
  • Experience in Relius a plus
  • Excellent written and oral communication skills.
  • Proficient using Excel, Word, PowerPoint, and Adobe
  • Must have strong analytical, problem solving and organizational skills
  • Must have a demonstrated track record of consistently meeting and/or exceeding performance expectations with the ability to work under pressure in a very fast paced environment

How to Apply

Please apply online at


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This ad has been viewed 446 times. It expires on 4/30/2018.

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