Baker Tilly US · 11 hours ago
Benefits Specialist
New Castle, PA
Full-time
Onsite
Entry Level
1+ years expBaker Tilly is a leading advisory, tax and assurance firm providing clients with a global advantage. The Benefits Specialist will support the Retirement Plan Administration Services Team in managing defined contribution retirement plans, including processing participant distributions and loans, and handling plan documentation and financial statements.
Accounting
Responsibilities
Prepare and process participant distributions and loans
Answer participant questions regarding distributions and loans
Managing the distribution and loan process and updating procedures for changes
Communicating with investment companies and understanding their current procedure for processing loans and distributions
Enter/import and analyze plan census information
Obtain and organize plan financial statements from multiple recordkeeping platforms
Reconcile contribution and asset information
Enter/import contribution/financial information into Plan Administration Software
Enter contribution information from payroll report to recordkeeping platform based on clients’ specific pay dates
Assist in annual contribution calculations
Assist in preparation of Form 5500 filings
Plan document input
Form 1099 and form 945 preparation
Assist in special projects, as needed
Other duties that may be assigned from time to time
Qualification
Required
Bachelors Degree Preferred. Experience in lieu of a degree may be accepted
1-3 years' experience in the Benefits Administration, Insurance, Customer Service, and/or Human Resource-related fields
Proficiency with MS Office, specifically Excel, Outlook, and Word
Highly organized and possess strong analytical skills
Good customer service skills
Strong math aptitude
Ability to multi-task and prioritize assignments based on specific deadlines
Able to work with multiple Benefit Consultants
Team interaction either in person or via Teams chat/video call on a daily basis
Company
Baker Tilly US
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S.
10001+ employees
H1B Sponsorship
Baker Tilly US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)
Funding
Current Stage
Late StageLeadership Team
Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
Caleb Tollefson
CFO Advisory Manager
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