Benefit Plans Administrative Services, Inc. [BPAS]
in Utica NY / Pittsburgh PA / Syracuse NY / Houston TX / Huntingdon Valley PA / Woburn MA / Telecommute
BPAS is a national provider of retirement plan and fund administration, transfer agency, collective investment fund, and other institutional trust services. We support 3,800 retirement plans, $77 billion in trust assets, $1 trillion in
fund administration, and more than 400,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well positioned to help our clients solve all their benefit plan challenges without the need to engage multiple
providers. One company. One call.
Locations: Utica NY /
Pittsburgh PA / Syracuse NY / Houston TX / Huntingdon Valley PA / Woburn MA / San Juan, PR / Telecommute
This position is responsible for overseeing the workflow of assigned Defined Contribution - 401(k)
retirement plans; communicating with clients; preparation of 5500 and ERISA reports and conducting compliance testing for plans assigned; maintaining proficiency in regulatory developments.
with clients and financial advisors.
Maintain proficiency in regulatory requirements.
Review of annual reports.
Conduct and analyze discrimination testing.
Responsible for year-end allocations (including New Comparability
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.
Assist with census problems.
Assist in conducting Plan audits when necessary.
As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and
the Company in achieving their goals.
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
Education / Training:
B.S. Degree in Business or related field
ASPPA designations such as QKA,
QPA, or CPC are preferred, or commitment to obtain the designation.
Bilingual English to Spanish is preferred.
Well-developed written and oral communication 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
Minimum three years of experience in Retirement Plan Administration and Retirement Industry.