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401k Plan Administrator

Pentec Pension Management Group, Inc

in Remote / TX

Logo for Pentec Pension Management Group, Inc

Job Summary - Plan Administration responsibilities for a block of clients with 401k and profit-sharing plans.  Meet the various annual testing and filing deadlines for plans.  This will be work from home remotely position with occasional client office visits.  Successful candidate must live in Texas and preferably in the DFW, San Antonio, or Midland/Odessa areas.

Job Description:

  • Performing all aspects of 401(k) Profit Sharing Plan administration for a book of clients
  • Completion of annual nondiscrimination, coverage, and other compliance tests
  • Contribution calculations
  • Reconciliation of asset accounts
  • Completion of year-end reports and statements
  • Completion of Forms 5500, 8955-SSA, & 5330
  • Review of participant loans and benefit distributions
  • Calculation of RMDs
  • Handle daily communication with plan sponsors (phone calls and emails) and their advisors

Requirements:

  • Excellent verbal and written communication skills
  • 2+ years of experience in retirement plan administration
  • 2+ years of experience with Relius Administration software
  • Strong command of Excel and Word
  • Excellent math, analytical and problem-solving skills
  • Commitment to provide a high level of service to clients
  • Knowledge of Pension Pal helpful

How to Apply

If you are interested in this position, please email your resume and compensation requirements to jobs@pentecpensions.com for consideration.


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