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Team Leader Retirement Plan Administrator

Hills Pension Associates, Inc.

in Carver MA / Telecommute

Hills Pension Associates

HILLS PENSION ASSOCIATES is an independent, full service retirement plan administration and consulting firm, specializing in the design, administration and implementation of Qualified and Non-Qualified Retirement plans for small to medium sized business.  We are looking for an A TEAM Leader.

Team Leader will be responsible for a caseload of 50 plans while overseeing 2 administrators with questions, monitoring their caseload and assisting with Peer Reviews.  You will report directly to the owner.

Responsibilities include:

  • Review, interpret and prepare Plan Documents, Amendments, Notices and Summary Plan Descriptions
  • Maintain relationships and consult with clients to manage the completion of annual administration or special projects as defined in scope of services.
  • Work closely with Plan Sponsors, Recordkeepers, Financial Institutions and Auditors to deliver practical solutions to help Clients maintain their qualified plans.
  • Adhere to engagement budget constraints and complete assigned tasks within the time requested to manage profitability of assigned workload
  • Analyze provisions in plan documents and census information to determine eligibility, key and highly compensated employees
  •  ADP/ACP, Coverage, Top Heavy, Non-discrimination and other Compliance Testing, including corrections for failed tests and projected testing
  • Valuation and Compliance Reports
  • Preparation of Government Tax Forms and related Schedules
  • Audit support for Large Plans
  • Contribution allocation calculations, including Match, Safe Harbor, Top Heavy, Profit Sharing and New Comparability
  • Perpetually build knowledge base to strengthen area of expertise
  • Trust accounting preparation and reconciliation
  • Assists on other plan administration inquiries where needed
  • Active Contribution to the development of processes and procedures as they develop. We value creativity and innovation

Assist the owner with the following:

  • Proposals and Plan Design
  • Audits and Filings of Correction Programs
  • Training new employees
  • Assist with New Business and Implementation of Retirement Plans
  • Sales and marketing of new clients (commissions and bonus apply)

Knowledge and Skills

  • Minimum 7 years defined contribution administration experience
  • Proficiency with ASC administration, documents and government filings a must.
  • Strong Word, Excel, and Outlook skills
  • Strong written and oral communication skills
  • Strong math skills (reconciling, accounting or finance)
  • Strong attention to detail and the ability to prioritize, manage tasks and meet deadlines
  • Designations not required but candidate must be willing to enroll in designation program to be paid by employer.

Hours of operation are Monday through Friday from 8:00 am to 4:00 pm.    We provide a flexible work schedule for appointments and time with family. However, there are times we might ask you to work more due to busy season.   Benefits include a Safe Harbor 401k Plan, 10 paid holidays, vacation accrual and half day Fridays in summer if goals are met.

How to Apply

Please send Resume and salary requirements to linda@hillspallc.com


This ad has been viewed 693 times. It expires on 8/3/2019.

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