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Retirement Plan Administration Supervisor

Harding Shymanski & Co.

in Remote / Evansville IN

Logo for Harding Shymanski & Co.

Harding Shymanski & Company, PSC (www.hsccpa.com), a two-office public accounting firm with approximately 180 employees in multiple departments, is currently seeking a Benefits / Retirement Plan Supervisor to join our retirement plan administration department.  This person will have time learning our systems and process under the current department supervisor as the current supervisor begins to transition toward retirement.  This person will help grow the department, will be in-charge of quality control in the department and will also perform retirement plan administration duties such as complex plan design consultation, complex non-discrimination testing, 5500 preparation and review, plan document work and will review the work of others in the department. This position offers challenging assignments, an excellent salary and a generous benefits package.  Depending on the location of the candidate, this position could be staffed remotely or out of our Evansville, Indiana or Louisville, Kentucky offices.

Established in 1975, Harding Shymanski & Company, PSC has offices in Evansville, IN and Louisville, KY.  Our core values of honesty and integrity, empowerment, leadership, harmony, quality and teamwork are reflected in the outstanding career opportunities that we provide our employees.

This position is full time with some expanded hours during periods required by the industry. This position requires a background in the retirement plan administration field and is perfect for someone with that background looking for an opportunity to grow in their role to a supervisory position.

Job Duties:

  • Prepare and review annual compliance testing, IRS 5500 forms and complete annual valuation reports for retirement plan clients
  • Reconcile plan activity from client provided source data to trust level data
  • Consult and design the retirement plan documents to meet each clients unique needs
  • Be comfortable with direct client communication and work close with them on a day to day basis
  • Work with the company’s wealth management team to grow the department and win more client relationships – this position will have responsibility for helping win new work by helping close new opportunities brought forward by other management team members in our accounting firm
  • Have strong math reasoning skills and the ability to think critically and problem solve issues independently
  • Research issues, keep up on new laws and regulations and lead the department in this area.  Keep the department in tune with all industry changes
  • Prepare and process loans and distributions of all types
  • Experience with Relius administration software is a plus
  • Identify areas for improvement and efficiency and build consensus to initiate the necessary changes to put them into practice
  • Be responsible for setting up new clients and lead that conversion/set up process
  • Assist in any other area required by the firm on an as-requested basis

Requirements:

  • Minimum of 6 years experience in retirement plan administration
  • 4 year degree in business, finance, accounting or related field is a plus
  • QKA or QPA designation is desired and will be a requirement to obtain if candidate does not already have one of these designations
  • Capable and motivated to provide our clients with excellent and timely client service
  • Capable of multitasking by managing multiple projects and deadlines
  • Exhibit effective oral and written communication skills with both clients and co-workers
  • Be motivated to work as team member and also be very self-motivated to work hard and provide great quality service

How to Apply

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