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Retirement Plan Administrator

Turning Point Associates

in Telecommute / Swedesboro NJ / DE / PA

Logo for Turning Point Associates

Turning Point Associates is a full service TPA and recordkeeping firm based out of the Philadelphia/NJ area.  We are currently seeking a fulltime Retirement Plan Administrator.

Candidates tasks will include:

  • Year-End Valuations/nondiscrimination testing
  • Creation and filing of 5500 Forms
  • Client communication/phone & email support as needed
  • Plan design knowledge for onboarding
  • Familiarity with Relius Documents or similar software for document creation/amendments
  • Internal consulting for Year-End Valuation/nondiscrimination testing
  • Must be familiar with FIS/Relius recordkeeping system
  • Ability to assist with IRS and DOL Plan Audits
  • Availability during regular working hours Monday through Friday from 8:30 AM - 5:00 PM

Candidates should possess:

  • 5 or more years of industry experience
  • Highly preferred to have QKC or CPC Credentials
  • Experience with Microsoft Word, Excel, Outlook
  • Ability solve problems independently and motivate a team
  • Ability to accommodate video and voice meetings as needed
  • Ability to work together to assist/instruct other team members

Candidates who are not in the Philadelphia/NJ area will be considered for the option to telecommute.

How to Apply

Please send resumes and inquiries to  Compensation and benefits are competitive and can be confirmed upon review of the candidate's credentials and experience.

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