401K Accountant - Administrator

401(k) Plan Administrator

Premier Retirement Partners is a Third Party Administration firm which provides retirement plan consulting and administration. We are seeking a full-time team member for our Madison office. After meeting training criteria, there is the option to work remotely for part of the work week.

Job Responsibilities:

The person in this position will be responsible for all phases of administration for their assigned caseload. The responsibilities will include, but are not limited to the following:

• Determination of plan eligibility and calculating employer contributions
• Reconciliation of plan assets
• Annual compliance testing to ensure plan is compliant with government regulations
• Preparation of annual IRS/DOL Form 5500 and related schedules
• Review plan distributions including loans, hardships and required minimum distributions
• Communicate and work with plan sponsors, investment advisors and accountants
• Respond to requests via phone and email
• Maintain a working knowledge of government regulations as they pertain to retirement plans
• Willingness to work some additional hours during the busiest season
• Additional responsibilities as assigned

Knowledge, Abilities and Skills

• Extremely detail oriented
• Excellent mathematical, analytical and organizational skills
• Proficient in Microsoft Office products, especially Excel
• Highly self-motivated and directed
• Ability to work independently as well as in a team environment
• Ability to conscientiously and professionally fulfill your assigned responsibilities
• Preferred degree or experience in Accounting, Finance or related field
• Associates degree required. Bachelor’s degree preferred

We offer a competitive compensation package and great benefits including a 401(k) plan with employer contributions.

Contact Paul Stang (608) 827-6008 or send resume and cover letter.

Benefit Conditions:

• Waiting period may apply

This Company Describes Its Culture as:

• Detail-oriented -- quality and precision-focused
• Outcome-oriented -- results-focused with strong performance culture
• Stable -- traditional, stable, strong processes
• People-oriented -- supportive and fairness-focused
• Team-oriented -- cooperative and collaborative

Typical end time:

• 4PM

Typical start time:

• 8AM

This Job Is:

• Open to applicants who do not have a college diploma

Work Remotely

• hybrid model after training

Job Type: Full-time

Pay: $60,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• On-the-job training
• Paid time off
• Professional development assistance
• Profit sharing
• Vision insurance
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person