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Doeren Mayhew · 1 day ago

Experienced Retirement Plan Administrator

Grand Rapids, MI

Full-time

Onsite

Senior Level

5+ years exp

Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan, seeking a full-time Experienced Retirement Plan Administrator to join their Grand Rapids, MI office. The role involves managing defined contribution plans, ensuring compliance, and serving as the primary contact for clients while maintaining a deep understanding of retirement plan legislation.

AccountingConsultingFinancial ServicesReal Estate

Responsibilities

Manage a designated caseload of small to mid-sized defined contribution plans, ensuring annual administration, reporting, compliance testing and government filings are completed accurately and on time

Serve as primary point of contact for clients and their advisors, effectively communicating technical and regulatory information in a clear and easy to understand manner

Calculate employer contributions, process loans and distributions and verify eligibility and vesting

Act as reviewer for colleagues’ annual valuations, government forms, compliance testing and calculations. Confirm quality and accuracy of client deliverables

Assist in identifying and resolving complex compliance issues, making recommendations to colleagues and plan sponsors to bring plans into compliance when necessary

Maintain an expert-level understanding of retirement plan legislation, including ERISA and IRS regulations, and stay current on new developments

Qualification

Qualified Plan ConsultantQualified Pension AdministratorDefined contribution plan administrationCompliance testingERISA knowledgeInternal Revenue Code knowledgeReliusFt WilliamAnalytical skillsOrganizational skillsAttention to detailVerbal communicationWritten communicationProblem-solving skills

Required

Bachelor's degree preferred or relevant industry certifications, such as Qualified 401(k) Administrator (QKA), Qualified Plan Consultant (QKC), or Qualified Pension Administrator (QPA)

Minimum five years of experience in defined contribution plan administration with significant experience in compliance testing and extensive knowledge of ERISA and Internal Revenue Code regulations as they apply to qualified plans

Exceptional organizational skills and meticulous attention to detail to ensure the highest level of accuracy

Excellent verbal and written communication skills with the ability to explain complex concepts to a variety of audiences

Strong analytical and problem-solving abilities to handle complex plan issues