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Retirement Plan Administrator

Bates & Company

in Winter Park FL

Bates & Company is a service oriented TPA firm with offices in Winter Park (Orlando), Clearwater (Tampa) and Jacksonville, FL.

We are currently looking to add a Retirement Plan Administrator, in our Winter Park location, with the following qualifications:

  • Minimum of 2 years of experience in the areas of retirement plan administration, Defined Contribution / 401(k) Plans or Defined Benefit / Cash Balance Plans
  • Detail oriented and independent person with excellent accounting, problem solving and organizational skills
  • Communicate effectively (verbally and in writing)
  • Positive attitude and dedication to our client's needs
  • Proficient in Word / Excel
  • Time management capabilities
  • DATAIR experience preferred but not required

Responsibilities include, but not limited to:

  • Review census data, determine eligibility
  • Contribution calculations / allocations
  • Compliance / discrimination testing
  • Preparation of 5500 forms and related schedules
  • Clear and effective on-going communication with our clients

We are a growing firm, and we treat each client with care and respect…they are our partners. If you're looking to take added responsibility in a growing, dynamic, fun and hard-working firm, this is a true Career Opportunity. We offer competitive salary and excellent benefits.

Please note, this is an in office position, no remote employee applicants need apply. Thank you.

How to Apply

To apply, email resume to: Susan@batesco.com


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