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Retirement Plan Administrator

Benefit Consultants Group

in Cherry Hill NJ

Logo for Benefit Consultants Group

The purpose of the Retirement Plan Administrator position is to maintain and monitor our clients in compliance with the IRS/DOL regulations by means of processing compliance testing, filing necessary tax forms and completing any work related to the plan regarding administration.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Service a caseload of medium to large complex plans, including prevailing wage, QACA & EACA arrangements, defined benefit and cash balance
  • Completion of Annual Valuation Reports including the Form 5500 and schedules
  • Performing all annual testing including ADP/ACP; coverage; non-discrimination including cross-testing under 401(a)(4), non-safe harbor compensation definitions under 416, and combined plans; & top heavy; etc. and maintain tax filing deadlines
  • Overall technical familiarity with plan rules including contribution limits, benefit restrictions under IRC 436, distributions, loans, hardships, etc.
  • Advise and support Client Relations with technical questions from Plan Sponsors, Administrators, Auditors, and Advisors
  • Review financial results and determine gain/loss requirements of fiduciary error
  • Manage assign Call Center tickets as assigned
  • Handling of special projects and tasks as requested

QUALIFICATIONS:

  • High School Diploma or equivalent required
  • College Degree (preferred, not required)
  • Retirement Plan experience (2-3 years) with compliance testing and Form 5500 filing
  • Relius Administration experience (preferred, not required)
  • Retirement Plan experience with compliance testing and Form 5500 tax filing
  • QKA, QPA (not required, but highly recommended)

How to Apply

To apply, please email your resume to natalie.walton@horacemann.com.


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