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Retirement Plan Administrator
Warren Averett
in Remote
Responsibilities
- Overseeing all facets of administration and annual compliance of qualified plans
- Third party administration experience
- Determination of plan eligibility, benefit or contribution levels, optimum and maximum tax deductible amounts
- Performance of annual testing to demonstrate satisfaction of IRS coverage and non-discrimination requirements
- Preparation of annual IRS/DOL Form 5500 reports and related schedules
- Preparation and review of participant distribution and loan packages as needed
- Response to consulting and administrative questions from clients
- Tracking and monitoring job progress to ensure that necessary data is requested and received in order to meet compliance deadlines
Requirements
- Minimum of 3 years of experience administering plans
- MS Excel
- Prior experience with Relius Administration software preferred, but not required
- Certifications preferred
How to Apply
To apply, please email your resume to sydney.walker@warrenaverett.com
