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Quality Assurance Manager

Bates & Company

in Remote / Winter Park FL

Logo for Bates & Company

Bates & Company is currently looking for a Quality Assurance Manager. This position will be best filled by a candidate that likes a challenge and enjoys reviewing the work of others.  Attention to details and the ability to catch oversights is essential in this position.  This is a remote position that allows you to work independently, with flexible hours.

Job Responsibilities:

  • Review contribution calculations and non-discrimination testing (ADP/ACP, 401(a)4, 410(b))
  • Review annual valuations, which includes, IRS form 5500, financials, contributions, account balance statements, non-discrimination testing, participant statements, and safe harbor compliance
  • Interpret plan documents
  • Review of prepared distribution and loans


  • A minimum of 10 years of experience in retirement plan administration and testing
  • Strong knowledge of ERISA, Internal Revenue Code and Regulations
  • Excellent written and verbal communication skills
  • Proficient in Microsoft Excel, Outlook and Word
  • Organized, with strong research and analytical skills
  • Excellent attention to detail and accuracy, proficient with numbers and basic calculations
  • High level of critical thinking
  • Knowledge of ASCi DGEM Documents, PensionPal and Datair PE WIN a plus
  • Accounting degree or mathematics degree preferred


We offer a competitive salary with excellent benefits, which includes medical benefits, life insurance and long term disability.  Paid Time Off and Holiday pay. Company sponsored 401(k) Plan, with a 3% Safe Harbor Contribution. Performance bonuses and financial support for ongoing industry related education and credentialing. 

How to Apply

If interested, please send your resume to for consideration.

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