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Retirement Plan Administrator

Leading Retirement Solutions

in Telecommute / Seattle WA

Logo for Leading Retirement Solutions

At Leading Retirement Solutions (LRS) our goal is to empower all businesses with the economic independence required to help their employees save for a secure retirement. In order to deliver on this goal, LRS team members uphold their commitment to superior customer service, have a consistent track record of exceeding expectations, and always show their attention to detail by continually advancing their education of our unique industry. With their solutions-oriented mindset and ability to thrive both independently and as part of a team, LRS is able to leverage our strengths and promote innovation throughout our industry. If this aligns with your values, and you possess the skill set to thrive in a fast paced and often changing work environment, we would love for you to join our organization of experts!

We implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church Plans, and even plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and nontraditional investments.

Department Responsibilities

The Administration & Recordkeeping team supports all aspects of Plan Administration including trading activities, participant support, and sponsor interaction. Team members communicate with plan sponsors, participants and referral partners to develop and direct the implementation process, improve workflow processes, make program and policy changes, and meet regulatory requirements.

Role Responsibilities

  • Assist with all aspects of administration in a balance forward and daily valuation environment
  • Responsibilities include valuations, compliance/discrimination testing
  • Collect and process census information
  • Determine eligibility, vesting, and calculate contributions/allocations
  • Prepare match and/or profit sharing calculations based on client goals and needs
  • Prepare and review coverage and non-discrimination tests, including controlled and affiliate service group considerations
  • Calculate ADP/ACP refunds, recommend appropriate correction method and work with team members to distributed timely
  • Review plan documents, understand retirement plan provisions and accurately apply to client and participant circumstances, including distributions, loans and vesting
  • Recommend and discuss plan design changes with client services manager
  • Collect and track necessary information for completion of valuation reports, including working with multiple types of investment providers
  • Complete and review contribution calculations (age weighted, integrated, cross tested, etc.)
  • Reconcile trust assets to participant accounts
  • Preparation of 5500 Forms, related schedules and other IRS Forms
  • Determine RMD eligible, calculate and communicate distributions to be taken or waived 
  • Work and communicate with Sponsors and Participants in processing requests
  • Prepare annual participant statements
  • Understanding of Plan Errors and working knowledge of correction methods
  • Identifying and working with large plan audits, coordinating with service providers, collecting, assembling and analyzing data
  • Support clients with IRS Audits and DOL investigations
  • Calculate late deposit requirements
  • Review and determine 8955A requirements
  • Monitor workflow for calendar and off calendar plans
  • Support Plan conversions and deconversion

Qualifications

  • Minimum of 4 years industry experience
  • ASPPA Retirement Plan Fundamentals (RPF) Certified, preferred
  • ASPPA Defined Contribution Plan Course #1 (DC1) Certified, preferred
  • Bachelor’s Degree
  • Proficiency/Knowledge with SRT and Ft Williams software and/or similar systems is preferred
  • Superb communication skills and a commitment to superior customer service
  • Excellent attention to detail and accuracy, proficient with numbers and basic calculations
  • Solutions oriented and ability to handle changing and competing responsibilities are necessary skills when working in an emerging business, like Leading Retirement Solutions
  • Strong command of technology and ability to easily and quickly learn new software solutions
  • Works well with a team, including other team members who work remotely/virtually
  • Proficiency is required with Excel, Word, Outlook, Adobe Acrobat, browsing network directories, and dual screens as we are a paperless office
  • Creative participation and forward-looking contribution to team activities and company progress
  • Possesses a preference for action, avoids workplace distractions, and drives performance targets to completion

We Offer Benefits

Medical benefits including Medical, Dental, Vision and Accident after 60 days of employment. Paid Time off (PTO) and Paid Holiday’s after 90 days of employment. A company sponsored 401(k) Plan + company matching contributions, performance bonuses, financial support for ongoing education and credentialing and A great, casual working environment. We are a growing company providing each of our team members the opportunity to be a part of our company's success.

How to Apply

Email Human Resources - careers@leadingretirement.com

Be sure to include a cover letter, resume, references, and any additional information.


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