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Retirement Plan Administration Specialist

TFB, Inc.

in Telecommute

Logo for TFB, Inc.

Role and Responsibilities

  • Manage a book of plans requiring full annual plan administration including but not limited to plan census, contribution calculations, required testing, account reconciliation, and 5500 tax form preparation.
  • Answer questions from plan sponsors regarding plan design, eligibility, contributions, testing, vesting, and other aspects of plan operation.
  • ADP/ACP testing, Top-Heavy, 410b. 
  • Control group and top-heavy determinations; New Comparability / Age Weighted profit-sharing calculations.
  • Must have the ability to read and comprehend plan documents.
  • Work closely with in-house administration team on questions regarding documents, notices, distribution and loan issues.
  • Communicate (verbally and in writing) effectively with plan sponsors, participants, investment advisors, and record keepers.

The ideal candidate for this position must possess the following skills:

  • Ability to research technical plan questions regarding plan design or operation and assist clients in understanding the information and options available.
  • Extensive knowledge of ERISA and subsequent Regulations.
  • Knowledge of all aspects of small /medium case plan administration/consulting as well as Plan Distributions/Loans.
  • Working knowledge in DOL and IRS annual filing requirements and forms, as well as plan correction programs for both services.
  • Experience working in FTWilliam is a plus, but not required. Relius knowledge would also be helpful.
  • ASPPA Designation is not required but preferred.
  • Exceptional organizational skills, strong attention to detail, and ability to multi-task.    
  • Ability to work independently but also be part of a great team of plan administrators.
  • Candidates must be technologically savvy and proficient in Microsoft Office applications, and navigate and learn other technology systems.

Qualifications and Education Requirements

At least one year of experience in all aspects of plan testing, valuations, and government form filing.

Prior knowledge of various types of 401(k)s, profit sharing, and other 401(a) type plans.

College degree is preferred.

ASPPA designation or other is preferred.

Preferred Skills

Excellent communication skills, both verbal and written are required.

* Company based in Overland Park, KS (Kansas City). Remote or in-person offered.

How to Apply

Please reply to: TFBRP1@gmail.com


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