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Dunbar, Bender & Zapf, Inc. · 2 days ago

Retirement Plan Administrator

United States

Full-time

Remote

Entry Level

1+ years exp

Dunbar, Bender & Zapf, Inc. is a company specializing in retirement plan administration. They are seeking a Retirement Plan Administrator to assist with qualified retirement plan administration, ensuring quality results through collaboration with team members and clients.

FinanceFinancial ServicesRetirement

Hiring Manager

Lindsey Kirsch, QPA

Responsibilities

Payroll or Census data scrubbing and verification

ADP/ACP testing and corrections

Profit sharing allocations

Employer safe harbor allocations

FT Williams compliance and 5500 experience (preferred, not required)

Secure and Secure 2.0 regulation updates and affects on Qualified Retirement Plans

Communicating with clients and advisors to discuss plan document permissions, allocations, and plan eligibility requirements

Qualification

Defined Contribution plan administrationFTW softwareData analyticsMathematical calculationsMicrosoft OfficeReport writingASPPA membershipCommunication skillsTeamworkProblem-solving

Required

General knowledge of data analytics, statistics and advanced mathematical calculation techniques as may be obtained with a 4-year degree in Mathematics, Business, or related technical field and minimum 1 year experience working with qualified pension and benefits plans in an administrative or technical capacity. Additional demonstrated experience may be substituted for education

Ability to gather and analyze data, perform mathematical calculations, identify, and solve problems and follow complex instructions

Ability to read and write at an advanced level to understand complex legal documents

Ability to communicate verbally and in writing to internal staff and external clients and advisors in a manner that is clear and responsive to questions and issues

Ability to work individually and within a team. Ability to meet deadlines while working on multiple projects

Ability to perform analyses and produce professional reports and correspondence

Ability to learn and work with other retirement plan related system platforms and software as may be gained through training or prior work experience

Understanding of DBZ policies, procedures, mission, goals, objectives, and organization values as acquired through company handbook, written policies, and on-the-job experience

Ability to maintain designated membership in the American Society of Pension Professionals and Actuaries (ASPPA)