Retirement Plan Administrator
Bates & Company
in Winter Park FL / Jacksonville FL / Clearwater FL
Bates & Company is a service oriented TPA firm in three locations, Winter Park (Orlando) FL, Jacksonville, FL and Clearwater (Tampa) FL.
We are looking to add a Retirement Plan Administrator at one of our offices with the following
- Minimum of 2 years of experience in the areas of retirement plan administration, Defined Contribution / 401(k) Plans OR Defined Benefit / Cash Balance Plans
- Detail oriented and independent person with excellent
accounting, problem solving and organizational skills
- Communicate effectively (verbally and in writing)
- Positive attitude and dedication to our client's needs
- Proficient in Word / Excel
- Time management
- DATAIR experience preferred but not required
Responsibilities include, but not limited to:
- Review census data, determine eligibility
- Contribution calculations / allocations
- Clear and effective
on-going communication with our clients
- Compliance / discrimination testing
- Preparation of 5500 forms and related schedules
We are a growing firm, and we treat each client with care and respect…they are our partners. If
you're looking to take added responsibility in a growing, dynamic, fun and hard-working firm, this is a true Career Opportunity. We offer competitive salary and excellent benefits.
How to Apply
To apply, email resume to: email@example.com
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It expires on 3/1/2019.