Retirement Plan Consultant jobs in the United States

Description

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 manner

Requirements

• 4 years work experience as an Administrator for Retirement Plans required
• Associate’s 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 

* The compensation range for this position takes many factors into consideration including but not limited to: years of experience, education, skill set and other relevant factors It is not typical for an individual to be hired near the top of the range for a position as circumstances can vary in every hiring situation.

An Equal Opportunity Employer.