Client looking for a mid-level retirement plan administrator. Successful candidate will be responsible for quality assurance, IRS pension compliance, communication, and all related processes. Perform actuarial valuations and retirement benefit calculations.
Responsibilities:
Providing daily support for the administration of Qualified Retirement Plans.
Gathering data to run Contribution Reports and applicable IRS Compliance testing.
Performing comprehensive Trust Accounting for each plan and directing necessary processing of adjustments.
Preparing Annual Valuation Reports, Participant Statements and 5500 Government Filings for timely submission.
Reviewing and preparing Plan Document Restatements and new plans for accuracy and compliance.
Written and phone communication with clients concerning plan design and provisions.
Coordinating Firm efforts with our administration team and clerical staff.
Preparing filings for specialized projects (e.g. plan audits and VCAP Compliance Work)
Qualifications:
Excellent oral and written communication skills.
Knowledge of Defined Contribution and Cash Balance Defined Benefit plans.
Proficiency with Datair or similar software.
Preferred ASPPA Credentials.
Strong spreadsheet, communication, and trust accounting skills along with an aptitude for numerical analysis required. Working knowledge of Datair Administration-Windows version desirable but not necessary.
3+ years experience working with retirement plan administration.