We empower entrepreneurs by improving how people fund and grow their small businesses. Our team is
growing along with our impact - we’ve helped over 16,000 entrepreneurs and created over 85,000 jobs. Our purpose goes beyond supporting entrepreneurs; we want our employees be just as empowered to forge their own career path.
Do you thrive on
teaching people about their 401(k) plan? Love a fast-paced environment where you’re able to mentor co-workers and help entrepreneurs succeed? We’re currently searching for a Sr. Retirement Plan Administrator to work in our
Client Services department. The ideal candidate will have immaculate attention to detail and experience performing annual 401(k) plan testing.
What You’ll Work On
Work with clients to obtain necessary
information to prepare the annual reporting and testing.
Perform different types of testing, including but not limited to: discrimination, coverage and top heavy testing.
Calculate allocations, distributions and matching contributions for
Accurately reconcile plan assets.
Prepare participant loan origination documents.
Prepare required government filings, including the annual 5500 return.
Educate clients in regards to the administration of their
What You Bring
A minimum of 3 years’ experience in administration for defined contribution plans, including testing and preparation of annual 5500 returns.
Proficiency in using Microsoft
Excel, Word, and Outlook.
Demonstrates a good understanding of rules and regulations associated with 401(k) plans.
Applicant must have experience working with pension administration software.
Excellent communication, organizational,
and computer skills.
Applicant must be able to work independently, multi-task and establish own priorities based on workload and client need.
Ability to work as part of a team to meet company objectives.
Demonstrates adequate math
and analytical skills.
Prefer Bachelor’s degree in Business, Finance or Mathematics.