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Assistant Retirement Plan Administrator / Distribution Processor

Columbia Benefits, LLC

in Denver CO

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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