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Plan Administrator

Forrestall CPAs, LLC

in Buford GA

Forrestall CPAs, LLC logo

  • Basic Qualifications
    • Education
      • Four-year college degree
  • Required Work experience
    • At least 3 years working as a Plan Administrator with experience in:
      • Filing Form 5500
      • Working with Defined Contribution plans
      • Be able to professionally interact with and independently handle your clients
      • Experience with ASC
      • Intermediate knowledge of Microsoft Excel and Word.
    • General
      • Detail-oriented
      • Communication very important
  • Ideal Work Experience 
    • Experience with handling Employee Enrollment meetings at client offices
    • Familiar with Thomson Reuters software
    • Experience in navigating the major Investment platform websites (John Hancock, Transamerica, Vanguard, American Funds) to run reports and edit participant information.  

How to Apply

Please send your resume to Kate Pierson at kpierson@forrestallcpas.com.


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