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Retirement Plan Administrator

Wells Thomas, LLC

in Branford CT / West Hartford CT

We are a TPA firm with locations in Branford and West Hartford, CT. The position requires working closely with clients, team members and outside vendors. Communication skills and technical knowledge are vital.

Responsibilities:

  • Administration of Defined Contribution plans (including 401(k), 403(b), Profit Sharing and Davis Bacon) of various sizes
  • Consulting with business owners, human resource professionals and their outside advisors regarding all aspects of retirement plan
  • Read and interpret plan documents and IRS/DOL regulations, and have the ability to identify and correct any compliance issues
  • Read/prepare asset reports for both daily valuation and balance forward plans
  • Fulfill IRS/DOL requirements for filing tax forms and various plan/participant disclosures
  • Potential for work in a 3(16) capacity

Qualifications:

  • 3 or more years’ experience in a retirement plan administration position
  • Knowledge of plan compliance issues, ability to perform and understand testing & corrections
  • Detail oriented with excellent written and verbal communication skills
  • College degree with continuing education in the retirement plan field preferred
  • Excellent time management skills and the ability to work under pressure in a busy environment
  • 3(16) experience a plus
  • ASPPA, NIPA or ERPA designations highly desirable

Compensation and benefits package is competitive and will be reflective of candidate’s qualifications.  Willing to train the right candidate with a related background or degree and the right attitude.

How to Apply

Apply Now


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