The Sr. Retirement Plan Administrator position is responsible for performing complex administrative duties related to defined contribution pension plans such as 401(k), profit sharing, money purchase pension plans, 403(b), Davis-Bacon, etc. to maximize quality, quantity, cost-effectiveness, profitability and total Customer/Client satisfaction.
Key Responsibilities
- Coordinates and administers assigned case-load to ensure optimal client/customer satisfaction
- Prepare various types of spreadsheets for client review
- Perform all necessary ADP/ACP, 415, 410(b) testing, and all other required compliance testing
- Prepare and deliver to client all required reports, such as annual valuations, participant statements, Form 5500 reports, etc. in a timely and accurate manner
- Perform all phases of case recordkeeping, distribution, and loan procedures
- Assist with related accounting functions such as billing
- Initiate and maintain records and retrieval methods
- Resolve administrative problems with clients, plan representatives and plan participants in a timely and accurate
MINIMUM REQUIREMENTS
- 4 years work experience as an Administrator for Retirement Plans required
- Associate degree and/or equivalent work experience required
- Experience completing the ADP/ACP testing & 5500 reporting required
- Experience with Schwab SRT or FT Williams a plus
- Solid oral and written communication skills
- Self-starter with the ability to work independently in a fast-paced environment with critical deadlines
- Strong Microsoft Office Skills Excel and Word