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Plan Administrator


in Great Falls MT


Ideal candidate

We look for people who want to grow; who always ask, “What’s next?” Our values and business are rooted in always seeking ways to have greater impact – staying ahead of industry and regulatory trends; seeking new skills, credentials and certifications; and constantly improving how we collaborate, communicate and work together to achieve client, business, personal and professional goals.

What working at JCCS offers

When you grow our clients grow, and we grow. So we offer a competitive compensation package in which you’re rewarded based on performance and recognized for the value you bring to the firm. Our total rewards package includes medical, dental, vision and other offerings; profit-sharing 401(k) plan with safe harbor contributions; a minimum of 10 vacation days, nine company-observed holidays, 12 sick days and half-day Fridays starting in May. Plus we offer:

  • Support, coaching and feedback from co-workers and managers.
  • Opportunities to develop new skills and advance your career.
  • The freedom to work in a way that lets you balance life outside of work.

About JCCS

JCCS has more than 100 professionals working in six locations. Yet we all share one goal: to guide our clients in making smart decisions today so you can have a better tomorrow.

For more than 70 years we’ve helped clients, both big and small, in virtually every sector. We’ve collaborated with them on everything from managing payroll to paying the right amount of tax, from expansion plans like mergers and acquisitions to succession planning, and valuation. Throughout it all we’ve held one firm belief.

When it comes to reaching your personal, business and professional goals, knowledge is power.

Employee Benefits

The many advantages of a well-designed employee benefit plan extend not only to the employees of the company, but to the company itself. Such a plan can actually become a powerful recruiting tool in attracting the talent a business needs to grow and compete in its market. Benefit plans like those designed by the JCCS team of experts can also improve employee morale and increase employee retention. Even so, these plans can be a critical part of the costs and expenses of operating a business.

All of this is why so many JCCS business clients rely on our Employee Benefits (EB) team to help them understand the tax and personnel implications and to guide them in creating a world-class benefits program that provides the maximum advantages across multiple areas.

The JCCS specialists can design and administer an employee benefit plan tailored to the unique needs of our client’s business while assuring that your plan complies with ever-changing federal and state tax laws. We can not only design the plan, our highly trained plan administrators are also adept at overseeing the implementation, evaluation and record keeping necessary to assure ongoing plan performance and compliance.

Position Summary

The Plan Administrator is responsible for daily plan administration, including eligibility, contribution allocations, testing and reporting, and benefit payments for retirement plans. The Plan Administrator builds client relationships by constant interaction with and assisting plan sponsors and participants. 

The Plan Administrator will manage the administration of client retirement plans accurately and on time, including, but not limited to regular annual, quarterly or weekly administration, preparation of required IRS forms and returns, non-discrimination testing, extension filing and participant statements.

The Plan Administrator will be responsible for supervising the daily functions of Plan Recordkeepers.  This would include scheduling and supervising work, performing higher level review of work performed, responding to inquiries and providing guidance.

Essential Job Responsibilities:

  • Performs trust accounting for retirement and/or welfare plans.              
  • Administers plan eligibility, allocations, non-discrimination testing, reporting, and loans.
  • Reconciles client accounts as required.
  • Processes and allocates participant and employer contributions in accordance with participant or employer instructions.    
  • Processes participant benefit payments.
  • Prepares and distributes Form 5500, 1099s, and other government reports.  
  • Answers telephone and responds to client and participant questions & requests.
  • Has knowledge of benefit laws and understands how they will interact with plan provisions and client needs.
  • Understands and can interpret plan documents and summary plan descriptions.
  • Demonstrates proficiency with retirement plan administration software, related software and recordkeeping platforms.
  • Resolves annual administrative issues, answers clients’ questions with regard to ongoing plan administration, testing and preparation of Form 5500.
  • Interacts with and assists plan sponsors and participants. Builds relationships with clients and interacts with integrity and honesty and promotes JCCS and EB.
  • Works to gain an increasing knowledge of specific government regulations and a higher level of familiarity with various investment platforms.
  • Attends training and keeps up to date with industry, state and federal changes. 
  • Answers telephone, directs calls, and may greet clients coming into the branch.
  • Performs other duties, responsibilities and activities as assigned.   

To Qualify:

  • Bachelor’s degree from an accredited university, or Associate’s with equivalent professional experience.
  • 1-2 years’ experience with plan administration, or a combination of experience and education.
  • Datair Administration and FT William Government Forms software.
  • Industry specific seminar classes and/or in the process of obtaining applicable designations or certifications such as QKA, CRPS, or CEBS.

Skills for Success:

  • Proficient in computer systems, word processing software and data entry, office accounting systems, and 10-key calculators.
  • Attention to detail, and good organizational skills.
  • Provides excellent and timely customer service and builds relationships by interacting and assisting with plan sponsors and participants.
  • Actively maintains applicable continuing education for professional development and attains additional credentials/certifications in specialized area.

This job posting is intended to describe the general nature and level of work being performed and not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel as classified.  

Candidate must successfully pass background check.

JCCS PC is an Equal Opportunity Employer.

How to Apply

Apply online using this link:

Visit our web site.

This ad has been viewed 306 times. It expires on 7/14/2018.

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