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Plan Administrator

Thomas F. Barrett Inc.

in Bethesda MD

We are seeking an experienced plan administrator with excellent client-relationship skills to handle ongoing relationships for daily valuation and balance forward plans.

Plan Administration Experience:

  • Be responsive to employer inquiries regarding retirement plan administration, plan document and compliance issues
  • Track and review of eligibility and vesting
  • Compliance testing including 401(a)4
  • Request, review & reconciliation of contribution and census data.
  • Investment allocation posting
  • Periodic contribution calculations
  • Participant Loan administration
  • Review and processing of all distributions
  • Form 5500 preparation
  • Relius / Oracle Administration
  • Crystal ReportWriter report preparation
  • Defined Benefit participant liability checking


  • Strong customer focus with excellent interpersonal skills
  • Strong communication skills 
  • Proficiency with Microsoft Word, Excel and Access
  • Knowledge of retirement plan administration

We offer competitive compensation and a full benefits package.

How to Apply

For consideration, please email your resume to: , Attn: Vincent Barrett, Vice-President, Thomas F Barrett Inc.

This ad has been viewed 1642 times. It expires on 6/25/2018.

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