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401k & Defined Contribution Plan Consultant

Planned Retirement Consultant & Administrators, LLC

in Remote / Ridgewood NJ

Logo for Planned Retirement Consultant & Administrators, LLC

PRCA is looking for individuals that are hardworking and are eager to continuously learn and grow, we invite you to join the PRCA team! We offer competitive benefits, flex time, work-at-home opportunities, casual dress, and a friendly environment. PRCA is an equal opportunity employer.

RESPONSIBILITIES:

Defined Contribution Plan Administration

  • Perform reconciliation of trust assets and accounts.
  • Review census data collected and enter data into administration software.
  • Prepare contribution allocations
  • Create valuation reports and prepare Form 5500
  • Non­discrimination testing
  • Prepare DC valuations
  • Employer calculations
  • Distributions
  • RMD Calculations
  • Contribution Correction
  • Testing Corrections
  • ADP/ACP/401a General Testing
  • Top Heavy Testing
  • Trust/Contribution Reconciliation
  • Loan Balancing
  • Plan Compliance Checks
  • Prepare and process participant loans and distributions.

Manage day­-to­-day client relationships and handle inquiries regarding year­ end data collection, loans and distributions.

REQUIREMENTS:

  • Bachelor’s degree in a business related field
  • 2-5 years of pension administration or related experience
  • Experience with DATAIR Pension System valuations and ASC DGEM Software is recommended
  • Proficient with Microsoft Office Word & Excel
  • Possess strong time management, organizational, problem solving, customer service and communication skills
  • Able to work well under pressure with multiple priorities and meet deadlines while maintaining a strong attention to detail

How to Apply

Applicants should email their resume along with salary requirements to info@planned-retirement.com with "401k & Defined Contribution Plan Consultant " in the subject line


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