Blue Benefits Consulting, Inc., an affiliate of Blue & Co., LLC, is seeking an experienced retirement plan administrator to join our client-facing team. You will contribute to an expanding practice that welcomes innovation and plays a role in all phases of retirement plan administration, primarily 401(k), but including cash balance/401(k) paired plans.
This role can be fully remote.Position Details:- Administration of key or large clients; assistance with annual audits.
- Review compliance and administration work performed by others.
- Client and advisor relationship development and maintenance.
- Review and interpret plan documents to ensure compliance with DOL and IRS requirements.
- Trust accounting and asset reconciliation.
- Calculate and allocate annual employer contribution and forfeitures, review eligibility and complete vesting determinations. New Comparability understanding required.
- Compliance testing, including ADP/ACP, non-discrimination, coverage and top heavy.
- Preparation of annual valuation and Form 5500 filing.
- Assist with plan design and new business development.
Position Requirements:- 5+ years' experience with qualified retirement plan administration, Third Party Administrator preferred.
- Bachelor's degree in related field preferred.
- Qualified 401(k) Administrator (QKA) credentials through American Society of Pension Professionals of America (ASPPA)
- Solid understanding of recordkeeping software and Compliance Testing and Reporting) and PensionPro.
- Strong FT Williams (Plan Documents, Government Forms (5500) experience
- Good communication skills with clients, contacts, and advisors
- Understanding of plan design and composition of qualified plan documents.
- Experience with balance forward & daily valuation (Platform) plans.
- Superior attention to detail and organizational skills; must be a self-starter.
- Experienced in MS Office (Word, Excel, and PowerPoint).
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