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Retirement Plan Administrator

Retirement Solutions Specialists

in Remote / Jacksonville FL

Logo for Retirement Solutions Specialists

We are currently seeking a full time 401(k) Plan Administrator to join our growing TPA firm.  We are a small business with a solid reputation.  We pride ourselves on having a collaborative, positive work environment.  We offer a competitive compensation and benefits package. 

The ideal candidate will:

  • Provide superior customer service, including problem solving with minimal inconvenience to clients
  • Partner and communicate with plan sponsors and financial advisors on a regular basis
  • Stay current with ERISA laws through self-study and company-sponsored training sessions
  • Administer an assigned book of plans to include reviewing and reconciling plan activity and assets and prepare Form 5500; coordinate with plan sponsor to help ensure timely filing
  • Handle annual compliance testing related to 401(k) plans
  • Have a strong knowledge of reviewing loan & distribution requests  
  • Possess a strong understanding of required participant disclosure notices and related deadlines
  • Manage and meet deadlines
  • Manage special projects as assigned
  • Work independently with Microsoft Excel, Word, and PDFs
  • Work with Relius, ftwilliam.com and PensionPro
  • Knowledge and experience of various recordkeeping sites preferred
  • Possess strong time management and organizational skills
  • Possess good interpersonal skills, including oral and written communication
  • Possess good reconciliation skills and strong problem-solving skills
  • Be capable of multi-tasking, while maintaining focus and attention to details
  • A minimum of 2 years of experience with retirement plans required
  • 1-2 years of accounting experience highly preferred

How to Apply

Please send resumes to jobs@retiresolutions.net


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