Gateway Pension Services, Ltd. is a small, yet well-established retirement plan administration
and consulting firm. We are looking for a knowledgeable, energetic Retirement Plan Administrator to join our highly trained and experienced team. The administrator will be responsible for all aspects of plan administration.
responsibilities would include:
Reviewing plan documents to ensure proper administration of plan
Calculation and allocation of annual employer contributions, including partnership calculations
Preparation of Balance Sheet and Income and Expense
Compliance testing, including 401(a)(4)
Preparation of Form 5500 and related schedules, Form 5330
Extensive knowledge of
defined contribution plans and related IRS and DOL legislation, with knowledge of defined benefit plans a plus.
5+ years’ experience in a similar role working in the retirement industry.
Ability to handle a case load of 50 to 75
plans. The plans are mostly small, with some large plans included.
Ability to communicate clearly and effectively, including the ability to consult with clients and other industry professionals on plan issues.
Microsoft Excel, Word and Outlook
ASPPA QKA designation required, QPA/APA designation or greater recommended.
Experience with Datair Windows, Pension Reporter and Plan
Experience with PensionPro
We provide excellent compensation and benefits, flex time, 401(k), educational reimbursement for pension related programs and/or credential pursuit, and an enjoyable working environment.
As members of ASPPA & NIPA, we strongly support and encourage continuing education. Also, advancement within the company is attainable.