Defined Contribution Plan Administrator

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Defined Contribution Plan Administrator

PRIMARY RESPONSIBILITIES INCLUDE:

  • Retirement plan administration, including:
    • Trust accounting
    • Eligibility and vesting calculations
    • Preparation of valuation reports and participant statements
    • Contribution calculations
    • Distribution processing and loan administration
  • Preparing government filings including Form 5500 Series, Form 8955-SSA, and Form 5330
  • Performing all compliance and discrimination testing
  • Managing a client caseload
  • Building and maintaining client relationships aimed at client retention by understanding the client’s organization, procedures, internal policies, and overall business needs
  • Providing solutions to client issues and questions
  • Coordinating and directing client activities with other team members
  • Preparing proposals for new client work and/or new work for existing clients

QUALIFICATIONS INCLUDE:

  • Preferred: QPA, QKA, or CPC with three to five years of experience. We will also consider someone that has passed one or more of the ASPPA exams
  • Bachelor’s degree preferred
  • Excellent oral and written communication skills
  • Excellent command of the English language
  • Ability to work on several projects concurrently
  • Exceptional attention to detail
  • Exceptional customer relations skills
  • Ability to work in a team environment
  • Experience using software to analyze and solve problems
  • Ability to work in a paperless environment
  • Strong computer skills using MS Office and retirement plan specific software
  • Professionalism

 

Informational website for Pension Planning Consultants