BenefitsLink logo
EmployeeBenefitsJobs logo
Search by state:
Search by zip code:
 
Search by job function:
Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Featured Jobs

Client Services Representative (Miami FL / Telecommute)

Retirement Plan Administrator (Santa Ana CA)

Sales - 401(k) / DB (FL / GA / IL / MN / MO / NC / TN / WI)

Defined Contribution Account Manager (Houston TX / Dallas TX / Austin TX / Scottsdale AZ / Telecommute)

Retirement Plan Administrator (San Diego CA)
Get the BenefitsLink appLinkedIn
Twitter
Facebook

TPA Plan Administrator (Retirement)

Enhanced Retirement Solutions, LLC

in Rochester NY

Enhanced Retirement Solutions

Summary of essential job functions:

Maintain Third Party Administrative Services

  • Support a caseload of small/mid-size clients
  • Prepare and/or review qualified retirement plan documents utilizing approved software
  • Prepare and/or review qualified retirement plan compliance testing using  approved software
  • Prepare and/or review Form 5500s utilizing approved software
  • Manage client communication
  • Contribution calculations
  • Cross testing projections and calculations
  • Plan design consulting
  • Assist in the establishment and  refine administrative standards and procedures for qualified retirement plan
  • Establish and manage team deliverables, ensuring service level objectives are consistently met or exceeded
  • Monitor progress against objectives and goals
  • Proactively identify and implement ways to improve client satisfaction and deliver results
  • Attend training on retirement plan administration

Experience requirements:

  • Bachelor’s degree or equivalent
  • Overall familiarity with technical compliance rules
  • Proficient in Microsoft Word and Excel
  • Strong oral and written communication skills
  • Ability to work independently and proactively
  • Good problem resolution skills
  • Good organization and analytical skills
  • Attention to detail is important
  • Experience with ftWilliam software is a plus
  • ASPPA certification a plus

How to Apply

Please apply by sending resume and cover to kim.dimaria@beltz-ianni.com with a copy to jdailey@enhancedretirementsolutions.com.


This ad has been viewed 499 times. It expires on 8/3/2019.

Renew this job Edit this job Remail this job Delete this job Feature This Job

 
About Us

Testimonials

Privacy Policy

Post a Job

Advertise in the BenefitsLink Newsletters

Add Your Company to the Directory of Vendors and Software

Recommend a News Item, Press Release, Webcast or Conference

Contact Us

Payment Portal

© 2019 BenefitsLink.com, Inc.