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Retirement Plan Administrator

Compass Retirement Consulting Group, Inc.

in Telecommute / Stratham NH

Logo for Compass Retirement Consulting Group, Inc.

Compass Retirement Consulting Group is a TPA that provides employers with retirement plan design, administration, actuarial services, and ongoing plan consulting.  We create and nurture partnerships with our clients to understand their needs and create retirement programs that integrate with their financial and human resources goals.  We have offices in Stratham, NH and Concord, NH and offer a flexible work schedule including remote work arrangements, casual and fun work environment and competitive benefits package.   

Job Summary: 

As a Retirement Plan Administrator, you will be responsible for working with the client to perform annual plan testing, valuations, calculations, and the completion and filing of required forms, including Form 5500.  This will require that you work directly with our clients, auditors (DOL/IRS and other) to ensure that information is accurate, and all deadlines are met.   

Essential Duties: 

  • Review plan documents and service agreements for new clients and upload required information into Datair software.   
  • Communicate directly with clients to ensure annual census and other required plan information is received.   
  • Download necessary information on plan assets for assigned clients from vendor websites.    
  • Perform annual testing (ADP/ACP, 402(g), Top Heavy determination, 410(b), etc.) accurately and timely.   
  • Prepare and complete annual valuations.   
  • Correct plan errors and late deferrals as needed. 
  • Communicate failed test results to client in a clear and concise manner to ensure client understands results.  Complete excess forms for client and follow-up with client and vendors as necessary to ensure the corrections were made.   
  • Calculate employer contributions and true-up contributions accurately and timely.  
  • Perform other required projections, tests, and calculations as needed.    
  • Complete and file required government forms (Form 5500, 5330, 5558, etc.) as needed accurately and timely as required.   
  • Upload vesting information to vendor websites and ensure data is accurate.   
  • Create plan termination package and follow-up through required steps including testing, distributions, and filing find Form 5500 as required.   
  • Identify 70.5 and force out distributions for balances under $5,000.   
  • Other tasks as requested.   

Requirements:

  • Bachelor's Degree in accounting, finance, or related field with 4+ years of related TPA experience in retirement plan management, customer service, and financial services.
  • Working knowledge of the various types of retirement plans and the IRS and DOL regulations pertaining to them. 
  • Proven customer service and relationship management skills.   
  • Strong verbal and written communication skills with the ability to use clear and grammatically correct language to communicate with clients, auditors, advisors, and others.  
  • The ability to problem-solve, be pro-active, and demonstrate initiative.   
  • Robust time management and organizational skills with the ability to multi-task required. 
  • Comprehensive knowledge and understanding of retirement plans and payroll processing platforms.   
  • Superb attention to detail with the ability to meet deadlines 
  • Experience using Datair, Pension Pro, Excel, and other retirement plan verification and calculation software platforms preferred. 
  • Proven ability to work independently in a fast-paced, results-oriented, team environment

How to Apply

Interested candidates should email a resume and cover letter to jobs@compass-cg.com.  


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