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Retirement Plan Administrator

Whitney Pension Associates, Inc.

in Quechee VT

Logo for Whitney Pension Associates, Inc.

Whitney Pension Associates, Inc. has been providing full-service employer sponsored retirement plan administration and consulting since 1996. Whitney Pension Associates, Inc. assists employers in the design, implementation, administration and communication of a wide range of retirement plans. We are committed to providing these services to our clients in a timely, accurate and cost-effective manner.

We are looking for an experienced Retirement Plan Administrator to join our team. Our ideal candidate will have excellent communication and customer service skills and must demonstrate follow through on commitments with the ability to efficiently handle a variety of tasks. 

Primary Responsibilities:

  • Manage a case load of plans providing full service administration, recordkeeping and consulting for a case load of 401(k), 403(b) and other defined contribution plans
  • Calculate contributions for plans
  • Conduct annual Compliance and Non-discrimination testing
  • Prepare and file all necessary tax forms (5500, 8955-SSA, 5330, etc.), including audit support and electronic filing where appropriate
  • Perform annual and interim compliance testing
  • Provide consulting and plan design assistance
  • Manage annual plan accounting review i.e. calculate contributions, earnings, distributions, receivables, etc. as necessary for Form 5500 preparation
  • Review loan and distribution paperwork and checks. Counsel participants about their distribution and loan options.
  • Other duties as assigned

Qualifications:

  • 4-8 years of experience in retirement plan administration, preferred
  • ASPPA , NIPA, designation preferred
  • Familiarity with ERISA, IRS and DOL regulations governing qualified retirement plans
  • Strong computer skills including proficiency with Microsoft Office Suite, compliance testing software, government tax form software, and retirement plan administration & recordkeeping software
  • Experience with Datair software a plus
  • Highly organized, with strong attention to detail
  • Excellent written and verbal communication skills
  • Ability to work well independently and collaborate effectively with a team
  • Ability to manage multiple projects/clients and complete tasks by meeting timelines and goals

Compensation:

  • Competitive depending on experience

How to Apply

Applicants for this position should send their resumes to jwhitney@whitneypension.com


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