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Sr. Plan Administrator and Implementation Coordinator

Advanced Benefits Consulting

in Telecommute / Saint Louis MO

Logo for Advanced Benefits Consulting

Description:

This is a dual role position.  The applicant will be responsible for new client implementation, review, and conversion, peer review of annual administration reporting, and plan administration of a book of clients.  This includes data management, reconciliation of accounts, reviewing plan documents, allocating contributions, compliance testing, governmental reporting, and peer review of other team member reporting. The applicant will be assigned a book of plans and will be responsible for the annual administration of all plans in that book including relationship management of the client in areas of administration and compliance with their plan. They will be expected to administer these plans based on the performance standards and administrative processes and procedures of Advanced Benefits Consulting. The right candidate must have a desire to learn more complex compliance and administrative tasks and relationship management skills. ASPPA Training will be provided and the applicant is expected to maintain a QKA designation or acquire one within a timeline established at employment.

Must have organizational and time management skills and be able to multi-task in a fast-paced environment. Prior experience working with 401(k) plans and investment accounts is required.  A qualified applicant needs to be excellent with customer communication skills, attention to detail, have a positive attitude, self-starter, and is someone who is able to work independently as well as within a team.  We are looking for someone who wants to grow with our small firm and is energized and eager for success.

Experience with working in a telecommuter environment preferred.  This is a telecommuting position and task completion will be highly monitored.  The applicant will be expected to be at work Monday through Friday each week during the hours of 8:00 am – 5:00 pm CST from a home office. Advanced Benefits Consulting will furnish all equipment necessary to perform the job, but applicants will be required to supply their own furniture, internet connection at a minimum of the speed of 25mbps, execute our Telecommuter Agreement, and adhere to its policy for privacy and data security.

The Sr. Plan Administrator & Implementation Coordinator provide timely and high-quality deliverables that exceed client expectations.  This position has boundless growth opportunities.

Responsibilities and Duties:

Administrator Duties:

  • Processing of Employee Census Data and determination of eligibility for plan participation
  • Allocation and Processing of Contributions and testing for regulatory compliance.  Experience working with both Defined Contribution and Defined Benefit plans using complex allocation methods such as cross-testing, age-weighed, integration, etc.  Must demonstrate the ability to interpret testing results to solve testing failures.  Actuarial experience is not required; DB is outsourced in our practice but will need to coordinate with the actuarial firm
  • Preparation of Trust Accounting Reconciliations and posting of modifications
  • Client Communications including phone contact and written correspondence with Client Contacts and Plan Participants
  • Preparation of IRS Forms 1096, 1099-R, 5500, 5558, 8955-SSA, 5330, etc.
  • Peer review of team deliverables including plan calculations and valuations, testing, government forms, QDROs, distributions, loans, and plan documents.

Implementation Coordinator Duties:

  • Act as the primary point of contact during conversion/plan set-up with investment provider(s), advisors, and client;
  • Review all vendor paperwork and plan document to verify plan is set-up correctly on the recordkeeping system;
  • Review and updating of plan information in the process management system;
  • Add plan to the administration system including all participant data and account balance information from prior reporting and through conversion;
  • Provide training to the new client on all administration duties including the processing of contributions (timing and process), purchasing of a fidelity bond, processing of loans and distributions, distribution of notices, enrollments, and use of the ABC portal;
  • Prepare the first-year plan calculation and valuation reports;
  • Update materials, procedures, instructions, etc. needed for these duties and distribute to staff as required.

Both Roles:

  • Assist team in establishing work objectives and priorities to perform work in a cost-effective manner.
  • Proactively recommend changes in procedures, forms, and checklists to reduce account errors, increase productivity, or improve the client experience.
  • General administration duties including data entry, database management, assistance with plan documents and proposals

Qualifications:

  • Bachelor’s degree in Accounting or Business or 4 plus years of equivalent work experience
  • A minimum of 5 years of recent experience in retirement plan administration
  • Excellent oral and written communication skills
  • Excellent math and problem-solving skills
  • Detail-oriented, Self-motivated/determined to be self-managed.
  • Strong analytical and interpersonal skills
  • Desire & aptitude for learning specialized software and ERISA law
  • Organizational and time management skills
  • Goal-oriented, entrepreneurial spirit
  • Ability to multi-task in a fast-paced environment
  • ASPPA designations or courses will be considered favorable and experience with Datair, PensionPro, and/or FTWilliams.com a plus
  • Excellent technology skills including Word, Outlook, Excel, Teams, etc.
  • Experience working in telecommuting environment a plus

How to Apply

Please send resumes and information on work experience to tamaram@abc401k.com


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