in Plymouth IN / Powell OH / Mount Pleasant SC / Peoria AZ / Cincinnati OH / Telecommute
We are seeking a Client Relationship Manager with experience in administration of Defined Contribution Plans, including 401(k), 403(b) Plans and DB / DC Combo Plans. The chosen candidate will have the opportunity to develop and grow with a
strong administrative team.
Reconciling Trust Assets and Deposits
Calculation of Employer Contribution
ADP / ACP Non-discrimination Test
410(b) Average Benefits Percentage Test
Preparation of Form 5500, Related Schedules
Consulting with Plan Sponsors to optimize plan design
Proactively communicate with clients
Review completed work by other
3-5 years of experience working with retirement plans
Experience completing all required testing including ADP / ACP, 415, 416,
401(a)(4), 410(b) etc.
Knowledgeable with rules and regulations of ERISA, DOL, IRS
Very knowledgeable with Excel, Word, Outlook
Effective Communication skills both verbal and written
Attention to detail and strong
OTHER DESIRED QUALIFICATIONS:
Experience with Relius Administration and Government Plans
QKA / QPA or APA
Desire to continue
growth and education
Organized and have ability to work independently and as a team
Strong problem solving skills
Ability to stay calm under pressure
Have a positive “can-do”
COMPENSATION & BENEFITS:
We offer competitive salaries and a comprehensive benefits package including medical, dental, life & disability insurance, HSA account, 401(k) with company contributions, PTO,
paid holidays and paid industry related education and membership dues.
Candidates who are qualified for the position that are not located near one of our offices will be considered for remote work.