Minimum of two to five years of Defined Contribution administration experience requiring critical thinking, analysis, detail orientation, customer service and/or two to four years of college classes including accounting, math, and communications.
REQUIREMENTS:
• Competence in all areas of Defined Contribution /401(k) Plan administration
• Comprehensive and increasing understanding of complex plans
• Sound knowledge of compliance requirements regarding employer contribution calculations, deduction limits, contribution deposit deadlines, top heavy determination, coverage testing, controlled groups and annual additions limitations
• Knowledge of all aspects of distributions
• Understanding of IRS filing requirements and deadlines for qualified plans
• Understanding of methods for researching DOL, IRS and other related regulations and procedures
• Ability to effectively communicate, both in writing and orally, with a wide range of outside contacts in a professional manner