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Senior Defined Contribution Plan Administrator

Shore Tompkins Actuarial Resources

in Telecommute / Chicago IL

Shore Tompkins Actuarial Resources

Shore Tompkins Actuarial Resources, LLC, a regional leader in the third party administration of all types of employer-sponsored retirement plans, is seeking a highly motivated individual to become a valuable member of our team. 

We are currently looking for a Senior Plan Administrator for our Defined Contribution practice, which primarily includes the administration and compliance testing for 401(k) plans.  We are looking for an individual with a strong background in compliance testing and client service with at least 5 years of experience who also has a willingness to continue to learn the complexities of retirement plan administration.

Responsibilities include:

  • Annual compliance testing including ADP/ACP testing, general benefit nondiscrimination testing, 410(b) coverage and 416 top heavy testing.
  • Preparation of annual governmental filings including Forms 5500, 8955-SSA and 5330
  • Contribution calculations including cross-tested formulas
  • Controlled Group determination
  • Plan design and document preparation
  • Financial data reconciliation
  • Assist with other functions of relating to the administration of qualified defined contribution plans.
  • Consultation on issues related to IRS and ERISA compliance

Attributes of the ideal candidate include:

  • Client-focused and proactive
  • Ability to communicate technical information clearly and effectively to clients
  • Ability to work independently and as part of a team
  • Strong background in defined contribution plan compliance testing
  • Strong background in plan design and plan document preparation
  • Strong organization and time management skills
  • Good communication and mathematical skills
  • The ability to multi-task effectively, manage deadlines and follow established internal procedures
  • Knowledge of ASC administration/compliance software is a plus

We offer a friendly, professional work environment, opportunities for growth and advancement and a full benefits package.  We also strongly encourage and support the pursuit of ASPPA credentials.  Our office is a paperless environment and we utilize technology extensively both internally and externally when corresponding with our clients. 

We will consider both local candidates and remote employees.

Relocation assistance is not provided.

How to Apply

Interested candidates should forward a résumé to recruitingdc@shoretompkins.com


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