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Qualified Plan Administrator

Small TPA Firm

in Broomfield CO

Small TPA firm looking for an experienced plan administrator.  Being a small firm, the ability to handle complete plan administration, from employee census data gathering to final 5500 filing is paramount. 

Job duties are primarily defined contribution administration including: 

  • daily valuation recordkeeping,
  • balance forward trust accounting,
  • discrimination testing, 5500 & related forms filing,
  • document design and interpretation,
  • distribution processing,
  • trust accounting & reconciliation,
  • direct and regular contact with the Plan Sponsor or their representatives. 

Qualifications/Experience:

  • Datair experience preferred. 
  • Finance or Accounting background or degree preferred. 
  • QKA &/or QPA designation preferred.   
  • Defined Benefit experience or willingness to learn preferred. 

How to Apply

email to: mark.culver@epiqwest.com


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