DC/DB Retirement Plan Administrator - REMOTE

DC/DB Retirement Plan administrator:

100% remote

Responsibilities Include:

Daily communication with Plan Sponsors via email, phone calls, and GoToMeetings

Eligibility Determination

Allocations, Reconciliations, and Terminations of plan experience are necessary.

Preparation of Forms 5500-SF and 8955-SSA and other government forms

Reconciliation of trust assets

Plan Document amendments and restatements as needed

Annual knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing

Working knowledge of Cash Balance Plans

Contribution Calculation

Clearly communicate combo plans to clients/advisors etc.

Ideal Candidate has:

At least 2 years of retirement plan administration experience

No designations are required but they are always appreciated.

Experience in Defined Contribution and Defined Benefit plans will be considered

Experience in 100 plans or less.

A proven track record of accurately and efficiently performing valuation and trust accounting work for retirement plans

Strong organizational skills and the ability to work independently

Proficiency in Excel, Word, and Outlook

Ability to work within stringent deadlines that sometimes require extra hours during our busy season

Excellent client communication skills

Ability to handle duties with confidentiality and extreme professionalism

Compensation:

$70k-$100k

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