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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
