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Junior Administrator DC Consultant

SBC Benefit Consultants, Inc.

in Rutherford NJ

Pension Consulting / TPA firm in Rutherford, New Jersey looking for Defined Contribution Plan Consultant / Junior Administrator with 1 - 2 years’ work experience in a TPA environment administering smaller retirement plans (with fewer than 50 participants).

Job responsibilities to include:

  • Managing and prioritizing client caseload
  • Review and analyze Annual Client Data
  • Calculate Plan contributions
  • Prepare Forms 5500 and  8955-SSA  
  • Prepare  Annual Valuation Reports and  Notices
  • Review Benefit Distributions and Participant Loans for processing
  • Trust Fund Accounting
  • Additional items based on company and client  needs
  • Experience with 401(a)(4) General Testing
  • Knowledge of ADP / ACP testing and corrections

Skills and Experience Requirements:

  • Strong mathematical background
  • Working knowledge of  nondiscrimination Testing a PLUS
  • Ability to organize, prioritize and multi-task daily responsibilities and successfully complete these responsibilities in a timely, accurate and professional manner
  • Attention to detail
  • Experience working with multiple financial institutions as a TPA a PLUS
  • Excellent written and verbal communications skills
  • Managing and meeting deadlines
  • Proficient with  Microsoft Word and Excel
  • Interaction and communication with clients via phone and email in a professional manner.
  • Knowledge of Defined Contribution Plan principles and rules
  • Knowledge of Relius Software a PLUS

Full time position, benefits package and pleasant working environment.

How to Apply

Interested applicants should email their resume and salary requirements to sbcbenefitemployment@gmail.com


This ad has been viewed 821 times. It expires on 2/18/2019.

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