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
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 Responsibilities:
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 allocation methods
Assist clients with Plan Document design, restatements and amendments
Build strong relationships as the main contact for our clients
Excellent communication and interpersonal skills.
Knowledge of retirement plan industry and ERISA regulations.
Ability to organize, prioritize and handle multiple projects
Desire to both gain and share knowledge and experience.
Education / Certifications:
Minimum 2 years of related experience.
Bachelor's degree or an equivalent combination of training and
Industry designations / licenses (ASPPA, NIPA, etc.) are a plus.