Networks Connect Professional Staffing ยท 1 day ago
Retirement Plan Administrator
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Responsibilities
A-Z retirement plan administration.
Consulting with clients to achieve their desired retirement plan goals.
Single point of contact and ownership for assigned clients and financial advisors.
Census scrubbing and eligibility determination.
Compliance Testing: HCE/ Key determination, Top Heavy, ADP/ACP, 410(b), 401(a)(4), and 415.
Ensure compliance with DOL and IRS requirements.
Calculation of contribution allocations.
Self-Employment Income calculations.
Reconciliation of plan trust assets.
Completion of annual valuation reports.
Preparation of required government filings, including Form 5500 series.
Qualification
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Required
A-Z retirement plan administration.
Consulting with clients to achieve their desired retirement plan goals.
Single point of contact and ownership for assigned clients and financial advisors.
Census scrubbing and eligibility determination.
Compliance Testing: HCE/ Key determination, Top Heavy, ADP/ACP, 410(b), 401(a)(4), and 415.
Ensure compliance with DOL and IRS requirements.
Calculation of contribution allocations.
Self-Employment Income calculations.
Reconciliation of plan trust assets.
Completion of annual valuation reports.
Preparation of required government filings, including Form 5500 series.
Preferred
Retirement administration in a remote environment.
Experience with FT William software, Relius, ASC, Datair and Pension Pro.
Strong competency with Microsoft Excel.
ASPPA QKA or QPA certified.
Knowledge of ERISA, combined plan testing, DB/DC administration.
Outstanding client relationship management skills, service, and support.