Retirement Plan Administrator III
Fully Remote Retirement
Job Type
Full-time
Description

The Retirement Administrator position is responsible for defined contribution pension plans such as 401(k), profit sharing, money purchase pension plans, 403(b), Davis-Bacon, etc.


Key Responsibilities:

  • Coordinates and administers assigned case-load;
  • Perform all necessary ADP/ACP, 415, 410(b) testing, and all other required compliance testing;
  • Resolve administrative problems with clients, plan representatives and plan participants;
  • Prepare and deliver to client all required reports, such as annual valuations, participant statements, Form 5500 reports, etc.;
  • Perform all phases of case recordkeeping, distribution, and loan procedures & assist with related accounting functions such as billing;
Requirements
  •  Associate’s Degree and/or Equivalent Work Experience required
  • 5-7 Years work experience as an Administrator for Retirement Plans
  • Experience with Relius Administration or FTWilliams a plus
  • Solid oral and written communication skills
  • Comfortable working in a results driven team environment
  • Strong attention to detail, ability to prioritize and use time management skills and ability to work independently with critical deadlines
  • Strong and thorough working knowledge of Microsoft Word and Excel
Salary Description
$55,000 - $75,000