Bachelor's degree in Accounting, Finance, Business, or relevant field
5+ years of retirement plan administration or compliance experience
Strong background in compliance testing and Form 5500 preparation
Expert knowledge of ERISA and IRS/DOL regulations
Experience reviewing or auditing for accuracy and compliance
Familiarity with FT William software for compliance reporting
Proficiency with retirement plan administration systems and Excel
Responsibilities
Serve as the primary contact for assigned client business
Conduct compliance testing and related tasks
Reconcile assets and prepare Form 5500 and schedules
Calculate allocations for employer contributions and required distributions
Respond promptly to plan sponsors' inquiries
Promote client retention through high-quality service
Resolve complex issues and requests
Benefits
Hybrid work model
Professional development opportunities
Engagement in high-stakes compliance tasks
Recognition for service excellence
Collaboration with experienced professionals in retirement planning
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
