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Retirement Plan 3(16) Administrator

ERISA Services, Inc

in Remote / Knoxville TN

Logo for ERISA Services, Inc

We are always looking to add new Talent to our Team. If you are looking for the last place you will ever want to work, then look no further. ERISA Services was voted Top Places to work in 2020, 2021 and 2022 by our Team of dedicated retirement plan professionals. At ERISA we like to say we are a Family. We truly care about each other and that is what makes our culture so special. Our Culture is one that promotes honesty, integrity and dedication to our clients, business partners and each other. We are always looking for hardworking individuals who are ready to roll up their sleeves and put in a good honest day's work.

Position summary: 
The 3(16) Plan Administrator with all fiduciary responsibilities as well as primary liaison with Financial Advisors, Clients, Participants, and Record Keeping Platforms to ensure accurate and timely plan administration.

General purpose: 
Provide fiduciary services to ERISA 3(16) Services, LLC

Role qualifications:

  • QKA Professional designation required or obtainable.
  • 5+ years plan administration experience with concentration in 3(16) plans. 
  • Working knowledge of IRS and DOL regulations. 
  • Proficient MS Office skills and computer skills. 
  • Proficient knowledge of Relius plan administration software. 
  • Knowledge of all types of retirement plans. 
  • Willingness to travel as necessary. 
  • Must attend conferences, seminars and webinars to further education.

Position responsibilities:

  • Provide copies of plan documents to participants upon request
  • Sign required governmental regulatory amendments 
  • Participant eligibility tracking (highest service level - including the following:)
    • Provide enrollment material
    • Facilitate participant elections with vendors
    • Communicate automatic enrollment, if applicable
    • Review payroll reports 
    • Communicate and relay deferral rate changes between plan sponsor, payroll vendor and platform, if applicable
  • Review, sign and file Form 5500
  • Provide participants with quarterly and annual disclosures 
  • Provide participants Summary Annual Report
  • Authorize deferral refunds to HCEs to correct failed ADP test
  • Authorize forfeiture/distribution of excess contributions to correct ACP test
  • Provide and communicate with plan sponsor with possible solutions for failed coverage or nondiscrimination testing
  • Verify the proper and full completion of distribution forms 
  • If granted, authorize participant account distributions
  • Review documentation for hardship distributions 
  • Authorize use of forfeitures as permitted under the Plan terms
  • Maintain records of all distributions 
  • Communicate with participants regarding distribution requests 
  • Approve or deny loan requests 
  • QDRO services 
  • Provide assistance with IRS audit or DOL investigation 
  • Mass Mailing services, as needed
  • Client and participant communications 
  • Onboarding of new clients
  • Organize and lead annual plan sponsor reviews
  • Special projects, as needed
  • Act as a role model, mentor, and work collectively with, 3(16) Specialist

Essential skills and experience:

  • Ability to live and demonstrate the ERISA Ways of Working (values). 
  • Strong interpersonal and communication skills: verbal, listening and written. 
  • Strong organizational skills, both electronically and paper. 
  • Strong leadership abilities.
  • Exhibit initiative and be proactive. 
  • Display discreetness, awareness and confidentiality of work. 
  • Strong multi-tasking capabilities, flexibility, and adaptability. 
  • Ability to work independently and in a team environment. 
  • Strong presentation skills.

Valued but not required skills and experience:

  • Bachelor’s degree in accounting

Reporting to this position:  

Physical demands and work environment:  
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Physical demands: While performing duties of job, employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; talk and hear.  Employee must occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
  • Work environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time.  The noise level in the work environment is usually minimal.

Security Compliance Statement: 

ERISA Services, Inc. Management has established, implemented, and maintains an ongoing Information Security Awareness Program in order to protect all Team Members, information technology assets, and our clients, suppliers, and shareholders.  The purpose of this program is to inform, educate, and motivate Team Members regarding information security, and specifically in the areas of maintaining confidentiality, integrity, and availability of the company’s data.  ERISA Services is committed to protecting the Personally Identifiable Information that is entrusted to us, and to keeping our systems and procedures up to date and in compliance with industry best standards. 

Equal Opportunity Statement:  
ERISA is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: ERISA is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at ERISA are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. ERISA will not tolerate discrimination or harassment based on any of these characteristics. ERISA encourages applicants of all ages.

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