OneDigital · 2 days ago

Retirement Plan Administrator - Remote

United States

Full-time

Remote

Entry, Mid Level

$60K/yr - $80K/yr

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Responsibilities

Receiving and reviewing census spreadsheets from clients for accuracy; importing and exporting data into FT William’s pension systems

Calculate eligibility, run contribution allocations, verify vesting

Reconciliation of participant accounts, import contributions, distributions, gains/losses and fees

Complete plan testing reports including ADP/ACP, cross-tested, top-heavy, etc

Prepare Form 5500 and related schedules, valuation reports, plan documents, participant notices (Safe Harbor, QDIA, fee disclosures, etc)

Process participant loans and distributions through various recordkeepers

Answer inbound phone calls from client participants - generate memos, emails and reports when appropriate

Complete client and participant mailings

Coordinate the preparation of correspondence, reports, and presentations for internal and external audiences

Assist other departments with projects

Qualification

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FT William'sMicrosoft OfficeMicrosoft ExcelCollaboration Skills