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Assistant Retirement Plan Administrator / Distribution Processor

Columbia Benefits, LLC

in Denver CO

Logo for Columbia Benefits, LLC

Columbia Benefits, LLC is seeking a motivated Assistant Retirement Plan/Employee Benefits oriented
individual. Experience with Defined Contribution Plan/Defined Benefit Plan plan
reconciliation/administration, Group Insurance, Individual Insurance, Sales Support and general office
administrative duties a big plus.

Detail-oriented required. Prefer candidates with CRM (SalesForce a big plus) experience.

The position is currently an hourly position 25-40 hours per week with competitive compensation, bonuses, and a flexible schedule.

Hours needed are 9-4 Monday-Friday.

Benefits:

  • Health Insurance (Kaiser)
  • HSA with Employer funding $200/mo to be used for Dental, Vision or any un-reimbursed medical expense
  • 401(k)/Profit Sharing with 3% Employer non-discretionary and 2-3% Profit Sharing.
  • Cash Balance Plan with 2% Employer Pay Credits.

Qualified Plans Assisting Senior Plan Administrators:

  • Document Restatements and Amendments
  • Reconciliation of plan assets
  • Preparation of Form 5500, Schedule B, and Forms 1099R
  • Balance-forward recordkeeping of participant accounts
  • Census analysis and calculation of plan contributions
  • Performance of nondiscrimination & top-heavy tests
  • Actuarial valuation understanding
  • Participant termination processing
  • Participant distribution processing
  • Familiarity with Datair is highly desired

Investment Management Assistence:

  • Helping gather investment portfolio information
  • Inputting info into investment management software
  • Running reports
  • Preparing reports for client meetings
  • Following up on the implementation of action items
  • Familiarity with Morningstar Office highly desired

Insurance and Employee Benefits assistence:

  • Gather information of current benefits
  • Gather updated information and values from insurance companies
  • Prepare renewal or Sales material

Office Administration:

  • Ordering Supplies
  • Answer Phone
  • Processing Mail
  • Additional responsibilities as assigned

How to Apply

Interested candidates should email a resume to:

Gary Davis
Columbia Benefits, LLC
email: gary@cbadvisors.com


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