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Retirement Plan Administrator

Integrity Pension Services, LLC

in Telecommute / Las Vegas NV

Integrity Pension Services, LLC (http://www.integritypension.com) is a third-party administration firm located in Las Vegas, NV that provides plan design, administration, representation, and consulting to our clients across the nation. We are seeking a full-time, experienced, and organized professional to add to our team that can manage a caseload of plans independently and communicate directly with clients, brokers, advisors, and a variety of financial intermediaries. Remote work allowable.

Job Responsibilities:

• Maintain a caseload of 50-70 DB / DC plans depending on experience / performance
• Provide effective and timely verbal and written communication in a clear, concise, and informative manner to clients and financial advisors
• Assist the client with all initial and ongoing plan questions
• Assist the client in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plans
• Prepare plan distribution and loan paperwork
• Perform annual compliance testing and corrections as necessary
• Prepare Trust Accounting and other required annual reports
• Prepare and/or review IRS Forms 5500 and all related schedules

Education, Skills, and Experience:

• Four-year college or university degree in accounting, finance or other business-related field
• 2+ years of experience as an ERISA DB / DC plan administrator
• Experience with FT Williams software preferred
• Advanced knowledge of the Internal Revenue Code as it relates to compliance testing, Forms 5500, plan design, and plan document interpretation
• Proficiency in Microsoft Office 365 productivity software
• Strong mathematical, analytical, and computer skills
• Excellent verbal and written communication skills
• Work well in a team environment; team player
• Detail oriented, organized, accurate; ability to self-check work
• Excellent research and problem-solving skills
• ASPPA or NIPA Designations preferred but not required

How to Apply

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