401(k) Plan Administrator
in CA / CT / FL / MA / MD / NH / NJ / PA / TN / VA
Are you a 401k plan administrator who enjoys providing the best, proactive service to your plan sponsor and advisor clients? Do you believe it's important to advise a plan sponsor about regulatory changes before the client asks about them? Do you
take ownership of your plans and administer them with the level of care that reflects the exceptional pride you take in your work?
If the above describes you, then consider a career with my client, a well respected TPA. This firm has multiple
locations but provides local, "high touch" service to its clients. The firm's business model includes growing the business, but only in a manner that will allow the firm to continue to provide the high-touch customized service that clients
My client would like to hire a plan administrator to administer a caseload of 40 - 60 moderately complex 401k plans. This includes gathering and scrubbing census data, conducting non-discrimination tests and communicating results to clients;
performing the annual valuation including 5500 filing; and serving as a trusted consultant to plan sponsors on issues surrounding plan administration. My client uses Relius for administration and ftwilliam for 5500s. If you have experience with cash
balance plans, you could also participate in administering cash balance plans. This is an in-office position and does not support telecommuting. There is no participant contact with this role, nor are there any in-person meetings with clients. My client
supports and encourages ongoing education through ASPPA and NIPA. This position does not require and will not support FINRA licensing.
How to Apply
If this sounds like a career opportunity that you'd like to learn more about, please send me an email stating that you'd like to learn more, and we can schedule a short phone call to discuss this position and your career goals. You can send a
resume if you'd like, but I don't require a resume in order to have a conversation.
My email address is: firstname.lastname@example.org
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It expires on 4/2/2019.