What are the responsibilities and job description for the Retirement Plan Administrator position at P & A Administrative Services, Inc?
Description
The 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 manner
Requirements
- Associate’s Degree and/or Equivalent Work Experience required
- 1-3 Years in administrative/clerical/customer orientated environment
- Solid oral and written communication skills
- Comfortable working in a results driven team environment
- Strong attention to detail, ability to prioritize and use time management skills and ability to work independently with critical deadlines
- Strong and thorough working knowledge of Microsoft Word and Excel;
- Microsoft Word: mail merges, printing labels/envelopes, creating tables, formatting text and page setup options
- Microsoft Excel: basic addition/subtraction, formulas and cell formatting (dates, numbers, and currency)
An Equal Opportunity Employer.
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