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Plan Administrator

Thomas F. Barrett, Inc.

in Remote / Bethesda MD

Logo for Thomas F. Barrett, Inc.

Plan Administrator
for TFB, Inc.
in Bethesda, MD or Remote

We are seeking an experienced plan administrator with excellent client-relationship skills. We are looking for an capable administrator to handle ongoing relationships for daily valuation and balance forward plans.

Plan Administrator Responsibilities:

  • Be responsive to employer inquiries regarding retirement plan administration, plan document and compliance issues
  • Track and review of eligibility and vesting
  • Compliance testing
  • Review and reconciliation of contribution and census data.
  • Periodic investment allocations
  • Periodic contribution calculations  and posting
  • Loan administration
  • Review and processing of all distributions
  • Form 5500 preparation
  • Preparation of quarterly participant statements

Requirements:

  • Strong customer focus with excellent interpersonal skills
  • Excellent attention to detail
  • Strong communication skills 
  • Proficiency with Microsoft Word and Excel.
  • Experience with Relius administration software a plus. 
  • Experience working with Defined Benefit and DB/DC Plans is a plus.

TFB, Inc. offers a competitive comp & benefits package. Salary will be based on the capabilities of  the applicant.
 

How to Apply

Please email your resume to PositionAvailable@NERT.com


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