Bachelor's degree in Accounting, Finance, Business, or related field
5+ years of retirement plan administration or compliance experience
Strong background in compliance testing and Form 5500 preparation
Working knowledge of ERISA and IRS/DOL regulations
Experience reviewing or auditing work for accuracy and compliance
Familiarity with FT William software for 5500 compliance
Proficient in Microsoft Excel and retirement plan administration systems
Responsibilities
Act as the primary contact for assigned block of business, ensuring client satisfaction
Perform Compliance Testing and related compliance tasks
Reconcile assets and prepare Form 5500 along with necessary schedules
Handle employer contribution allocations and calculations for required distributions
Communicate professionally and timely with plan sponsors regarding issues
Promote client retention by delivering high-quality service and identifying new relationship opportunities
Resolve complex client requests and achieve departmental service goals
Benefits
Flexible hybrid work model
Opportunities for professional certifications like QKA or QPA
Supportive environment for continued professional development
Access to enterprise communication and travel solutions
Potential for leadership development and coaching opportunities
Full Job Description
Job Description
#LI-JSS #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business
Perform all required Compliance Testing and related items
Reconciles assets, prepare Form 5500 and all schedules
Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
Respond to Plan sponsors in a professional and timely manner concerning issues or questions
Promote client retention and identify opportunities to build existing relationships through timely service quality
Resolve complex situations or requests
Achieve service goals established by department
Additional responsibilities as assigned
Preferred Qualifications
Bachelor's degree in Accounting, Finance, Business, or related field
5+ years of retirement plan administration or compliance experience
Strong background in compliance testing, Form 5500 preparation, allocations, and asset reconciliation
Working knowledge of ERISA and IRS/DOL regulations related to retirement plan administration
Experience reviewing or auditing the work of others for accuracy and compliance
Familiarity with FT William software used for 5500 and compliance
Proficiency with retirement plan administration systems and Microsoft Excel
QKA, QPA ASPPA credentials, or progress toward certification
Qualifications
Minimum Qualifications
High School Diploma or GED
At least five years of professional, retirement plan administration, and compliance experience
Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
Possesses expert knowledge of pertinent laws, regulations, and professional standards
Expert use of applicable technology
Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
Experience performing work that requires initiative and leadership skills
