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Retirement Plan and Compliance Administrator

Pango

in Wilmington DE

Pango Financial

Summary:

Pango is a revolutionary online Fintech company that provides a full suite of financial services. We are searching for a full-time Retirement Plan Administrator to join our dynamic and supportive team.

The Retirement Plan Administrator is responsible for handling all aspects of plan compliance and maintenance for their clients 401(k)s and profit-sharing plans. These plans must be kept in compliance with regulations and guidance issued by the Department of Labor, ERISA and Internal Revenue Code. Applicants should have a strong desire to exceed client expectations and have an in-depth understanding of retirement plan rules and regulations.                                                                         

PRIMARY RESPONSIBILITIES:

  • Performs all facets of daily plan administration by delivering top quality administration work.
  • Consistently provides a high level of customer service in terms of response rate and problem resolution.
  • Works with incorporation team to update corporation status on client experience.
  • Prepares signature ready Forms 5500 and other government fillings. 
  • Effectively communicates the necessary regulatory information to clients in a way that can be easily understood by individuals who are not in the business.
  • Remains current with the laws and regulations for retirement plan administration.
  • Completion of Annual Valuation Reports.
  • Coordinating, Compiling and Requesting census information.
  • Calculating Receivable Contributions & G/L for Pooled accounts.
  • Performing all annual testing including ADP / ACP; coverage; non-discrimination, including cross-testing, etc.
  • Preparation of Plan Documents, Notices, Amendments, etc. using ASC.
  • Distribution Processing.
  • Consultation with Plan Sponsors regarding Plan related issues.

KNOWLEDGE AND SKILL REQUIREMENTS:

  • BA/BS degree in Accounting, Business or Finance Preferred.
  • Two (2) or more years of experience in Retirement Plan Administration: 401 (k), IRA Rollover funding, ROBS (Rollovers as Business Startups) and DFVCP (Delinquent Filer Voluntary Compliance Program) preferred.   
  •  Advanced working knowledge and understanding of retirement plan administration, associated regulations and IRS tax rules.    
  • Excellent communication skills including the ability to manage client expectations and provide superior follow-up service.
  • Highly proficient level in Microsoft Office Suite and ASC Preferred.
  • Able to work in fast-paced, self-directed entrepreneurial environment.
  • Passion and enthusiasm for helping others achieve their financial goals.

Pango offers a competitive salary and comprehensive benefits package.

How to Apply

Please e-mail your resume and salary requirements to mkeenan@denovocorp.com


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