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Defined Contribution / 401(k) Plan Administrator

Francis P. Gallagher & Associates, Inc.

in Westlake (Cleveland) OH

Defined Contribution / 401(k) Plan Administrator Cleveland Area TPA Firm

Suburban Cleveland, OH area retirement administration firm seeks an experienced person to handle day-to-day 401(k) administration work.  The successful applicant must have at least 4 years of experience with tax-qualified defined contribution plans, be a team player as well as have the ability to work independently and manage client relationships.  Experience with pension and defined benefit plans is a plus.  Knowledge of the FIS / Sungard administration and government forms software is essential. 

Responsibilities and Position requirements include:

  • Administering 401(k) and profit sharing plans;
  • Communicating with existing clients and their advisors -- excellent oral and written communication skills are necessary;
  • Having knowledge and experience with non-discrimination testing (ADP/ACP, Sections 415 and 410(b), and top heavy tests);
  • Preparing Form 5500 and required schedules;
  • Having familiarity and experience with the DOL electronic filing system for Form 5500 filings;
  • Reconciling trust assets for balance forward plans;
  • Having the ability to review and interpret plan documents;
  • Have a working knowledge of ERISA and tax regulations pertinent to defined contribution plan administration;
  • Have the ability to research laws, regulations and topics that relate to defined contribution plans;
  • Have the ability to develop and maintain time sensitive checklists and procedures;
  • Have proficiency in Microsoft Office applications;
  • Monitoring and meeting government deadlines for filings, contributions and annual testing;
  • Processing paperwork necessary to issue plan distributions and loans; and
  • Be detail oriented and ability to multi-task in a fast paced environment.

Benefits include: a salary commensurate with experience, 100% employer paid health insurance for the employee, 401(k) plan with safe harbor match and profit sharing contributions.

Qualified applicants will be considered for employment without regard to any legally protected status including: age, race, sex, creed, color, national origin, sexual orientation, gender identity, disability, marital status or protected veteran status.

How to Apply

To apply please e-mail zrockford@gmail.com

No replies from employment or recruiting firms will be considered.


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