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Team Lead - Defined Contribution & Defined Benefit Plans

Qualified Plan Administrators, Inc.

in Remote / Greensboro NC

Logo for Qualified Plan Administrators, Inc.

A full service third party administration firm based in Greensboro, North Carolina, Qualified Plan Administrators, Inc. was built from the ground up to provide unparalleled service, expertise and guidance in the administration of our customers' retirement plans. For over 30 years we have worked hard to earn the trust and confidence of our clients, as well as the many CPAs, Attorneys, and Investment Professionals with whom we work. Our company is growing and looking to expand our team that supports defined benefit and defined contribution plans.  If you are an experienced administrator, with proven leadership experience, looking for a career in a growing, team focused organization; we should talk!

Qualified Plan Administrators, Inc. is seeking an experienced Team Leader. The successful candidate will be responsible for maintaining a small book of customer relationships and supervising a team of Administrators. The ideal candidate should have pension/retirement plan administration experience, supervisory experience, strong attention to detail, and superior customer service skills. The candidate must also have excellent organizational, communication, and problem-solving skills. 

Job Description:   

  • Manage all aspects of client administration for defined benefit and/or defined contribution plans
  • Manage a small team of plan administrators, including performance discussions
  • Work closely with the management team for reporting, work flow and process improvements
  • Ensure team is meeting all critical deadlines for their respective books of business
  • Answer client, advisor, and accountant calls and correspondence regarding retirement plan administration providing guidance for all compliance related items.
  • Calculate maximum and minimum contribution amounts for plan sponsors to determine the optimal contribution level annually including safe harbor and ADP/ACP non-discrimination testing for non-safe harbor 401k
  • Perform non-discrimination compliance testing ADP, ACP, 402(g), 415(c), Top Heavy and 410(b) Coverage
  • Prepare Annual Administration reports, Form 5500, and related schedules
  • Reconcile fund balances at plan and participant level
  • Interpret and analyze plan documents as well as legal contracts to resolve issues relating to employer sponsored plans.

Qualifications:

  • 5+ years of retirement plan administration experience
  • 3+ years of supervising/management experience
  • Hold a bachelor’s degree or comparable professional work experience
  • Possess strong financial acumen and the ability to put accounting principles into practice
  • Demonstrate strong customer focus; written and verbal
  • Solve complex problems with limited direct supervision
  • Have strong attention to detail, organization, multi-tasking, and follow up skills
  • Thrive in a team environment and be a positive team player
  • Have technology and computer proficiency in Microsoft Office
  • Experience with ASC Administration and/or FIS-Relius Document System a plus
  • Experience with insurance products a plus

We offer a flexible work schedule, including remote capabilities, competitive benefits and compensation package.

No phone calls to Qualified Plan Administrators, Inc, please.

How to Apply

Please submit resume by email to traviso@qpa-inc.com


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