This position is the primary contact point for plan
sponsors and is largely responsible for customer satisfaction and customer retention by providing professional, clear, accurate and timely plan administration.
Deliver Third Party Administrative services to
retirement plan sponsors in compliance with all IRS and DOL regulations.
QKA Professional designation required or obtainable.
5+ years plan administration experience.
of IRS and DOL regulations.
Proficient MS Office skills and computer skills.
Proficient knowledge of Relius plan administration software.
Knowledge of all types of retirement plans.
Willingness to travel as
Must attend conferences, seminars and webinars to further education.
Provide Prompt, Personal Customer Service to our Clients, Advisors and CPAs.
retirement plan within compliance of all IRS and DOL regulations.
Extensive knowledge of IRS Plan Compliance rules.
Extensive knowledge of DOL Plan Compliance rules.
Experience in performing testing (includes, but not limited
to Non-Discrimination, Class Allocation / Cross Testing, Coverage Testing, Last Day Testing, Compensation Exclusion, Top Heavy).
Experience in reviewing plan contribution activity and plan assets and annual reconciliation of plan loans and
Experience in preparing annual valuation reports, allocation of assets / contributions on pooled profit sharing plans, preparation and delivery of Form 5500 and related Schedules, preparation and delivery of Form
Experience in assisting Clients with IRS/DOL audits, Form 5330 preparation, and calculation of earnings on late deposits.
Experience calculating excess contributions (415 Limit and ADP/ACP), plan administration
Generates invoice requests for annual, year-end true-up and special services. Follow up on past due invoices.
Preparation of Anniversary Service Package and Census.
Involvement with Required Plan Amendments, Document
Restatements and Discretionary Plan Amendments.
Involvement with preparation of required Notices (includes QDIA, Safe Harbor, Automatic Enrollment, Fee Disclosure).
Provides assistance to Facilitator on problem loans and
Special Projects – as a Team responsible for researching, developing client communication and setting procedures for Facilitator involvement.
Act as a role model for other Team Members.
skills and experience:
Ability to live and demonstrate the ERISA Ways of Working (values).
Strong interpersonal and communication skills: verbal, listening and written.
Strong organizational skills, both electronically
Exhibit initiative and be proactive when necessary.
Display discreetness, awareness and confidentiality of work.
Strong multi-tasking capabilities, flexibility, and adaptability.
Ability to work independently and
in a team environment.
Strong presentation skills.
Valued but not required skills and experience:
Reporting to this position:
Physical demands and work environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of
this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical demands: While performing duties of job, employee is occasionally required to stand;
walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; talk and hear. Employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close
vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Work environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the
time. The noise level in the work environment is usually minimal.
ERISA is a Drug Free Workplace and is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: ERISA is committed to the principle
of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at ERISA are based on business needs, job requirements and individual qualifications,
without regard to race, color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. ERISA will not tolerate discrimination or harassment based on any of these
characteristics. ERISA encourages applicants of all ages.