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Retirement Plan Administrator

Chase Benefit Advisors

in Glen Allen VA

Logo for Chase Benefit Advisors

Chase Benefit Advisors, a locally owned independent retirement plan administration and consulting firm, is seeking to add an experienced administrator to join our team.  Compensation is commensurate with experience.  We offer opportunity for bonus pay and advancement. This could be a full-time or part-time position.

Education and Experience:

  • College degree preferred
  • Knowledge of current ERISA, IRS and DOL rules and regulations
  • Proficient in Microsoft Excel

Responsibilities:

  • Handle all aspects of plan administration for assigned clients
  • Service clients via phone and e-mail correspondence
  • Interpret plan documents
  • Review employee data, determine eligibility, and reconcile contributions/assets
  • Calculate contributions and perform compliance testing
  • Prepare Annual Reports, including Form 5500
  • Terminations distributions, loans, hardships, etc. and review Form 1099-R
  • Conduct regulatory and compliance research, reading and reporting, as necessary

Knowledge, Skills and Abilities:

  • Proficient in math, strong analytical and/or accounting skills
  • Commitment to accurate, high quality work
  • Skilled in building strong client relationships
  • Strong communication skills, both written and verbal
  • Able to work independently and as part of a team

Company Overview:

Chase Benefit Advisors is an independent third party pension administration company that has provided clients with cutting edge retirement plan design and administrative services since 1986.  We are a team of seven, who are dedicated to providing the best possible service to our clients.

How to Apply

Email bphillips@chasebenefitadvisors.com


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