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401(k) Pension Administrator / Compliance Testing

Legacy Retirement Solutions, LLC

in Aston PA

Legacy Retirement Solutions

Job Responsibilities for 401(k) / Pension Administrator:

  • Maintain client relationships on an assigned case load
  • Effectively communicate with clients, financial advisors and other professionals
  • Effectively and efficiently maintain the case load including but not limited to
  • Data collection
  • Compliance testing including ADP / ACP, top heavy, 410(b), 401(a)(4), 402(g) and 415 limits
  • Form 5500 and other government filing preparation
  • Support clients through audits
  • Employer calculation contributions (including age-weighted and new comparability)
  • Reconciliation of quarterly / annually brokerage account statements and trust reports
  • Balance forward recordkeeping and statement production
  • Manage benefit processing, including reviewing requests, verifying vesting, and submitting of loan and distribution paperwork to vendors.
  • Answer inquiries from clients and financial advisors.

Qualifications for 401(k) / Pension Administrator:

  • Bachelor’s Degree or equivalent experience
  • 3-5 years 401(k) plan administration experience required
  • Working knowledge of FT Williams software, preferred
  • Proficiency in Microsoft Office
  • Excellent verbal and written skills
  • Knowledge of ERISA regulations and plan documents
  • Strong problem solving and analytical skills
  • Detail oriented and a positive
  • Comfortable working in a structured, fast-paced environment
  • Strong interpersonal communication skills, capable of building good working relationships
  • Must be organized, self-motivated, strong attention to detail, able to multi-task, team-oriented

For more information about Legacy, visit our website at

How to Apply

Please send your resume to

This ad has been viewed 1024 times. It expires on 7/6/2019.

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