Stalker and Associates is a third party administration firm located in historic Newtown, PA. Due to continuing growth, our Retirement Plans division is looking for candidates who are dedicated to providing quality services in a friendly and
comfortable working atmosphere. Stalker and Associates offers competitive salary, benefits, paid vacation time and sponsors employee continuing education.
Summary of Position:
The Retirement Account Administrator is the primary point of
contact for clients. In this role, you will be responsible for overall client satisfaction and will coordinate annual retirement plan related administrative requirements for your assigned clients.
Primary Duties and
Compliance testing (including ADP/ACP, non-discrimination, top heavy and coverage testing).
Complete annual Plan reporting and Form 5500 filings.
Provide employer contribution calculations using various
Assist clients with Plan Document design, restatements and amendments
Build strong relationships as the main contact for our clients
Excellent communication and interpersonal
Knowledge of retirement plan industry and ERISA regulations.
Ability to organize, prioritize and handle multiple projects simultaneously.
Desire to both gain and share knowledge and experience.
Minimum 2 years of related experience.
Bachelor's degree or an equivalent combination of training and experience.
Industry designations/licenses (ASPPA, NIPA, etc.) are a plus.