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Retirement Plan Administrator

Excellent TPA

in Remote

Exciting, positive, team oriented TPA seeks energized administrator!

We offer:

  • Work from home flexibility
  • Salary from $100,000
  • $5,000 signing bonus after 90 days
  • Guaranteed minimum $20,000 bonus in first year
  • Health, dental, LT disability, life insurance and other excellent benefits
  • Employer paid professional dues and related education expenses

Responsibilities include:

  • All aspects of administration including:
  • Compliance Testing: HCE/ Key determination, Top Heavy, ADP/ACP, 410(b), 401(a)(4), and 415.
  • Calculation of contribution allocations.
  • Reconciliation of plan trust assets.
  • Completion of annual valuation reports.
  • Preparation of required government filings, including Form 5500 series.

You will have assistants to support and assist with distributions, reconciliations, data scrubbing, etc.

Qualifications:

  • 5+ Years of plan administration.
  • Supervisory experience a plus.
  • Excellent client service and communication skills.
  • Strong organizational skills and attention to detail.
  • Software skills: Excel, Word, Outlook, Adobe.
  • Knowledge of ASC and Pension Pro software is a plus.
  • Continuing education certifications.

How to Apply

Email resume to: ExcellentTPA@gmail.com


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