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Retirement Plan Compliance Processor

The Paragon Alliance Group

in Souderton PA

Well established consulting company offering an excellent benefit package and competitive salary is seeking a Compliance Processor. Candidates should have a high level of attention to detail, the ability to meet deadlines and time management skills.  

Job Responsibilities would include but not limited to the following:

  • Census Data collection and analysis
  • Contribution calculation, including new comparability
  • Nondiscrimination testing, including ADP Testing, Minimum Coverage and Top Heavy
  • Form 5500 preparation
  • Annual Asset Reconciliation
  • Client Billing
  • Special Projects
  • Participant Forms review

The ideal candidate would be:

  • Experienced with Relius Administration or similar retirement plan processing software
  • Knowledgeable in Word/Excel
  • Customer service skills, both written and verbal
  • 2-3 years of plan administration experience

How to Apply

Interested candidates should email a resume and cover letter including salary requirements to Joe Tobin at joe@tpagroup.com


This ad has been viewed 524 times. It expires on 5/13/2019.

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