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SalarySalary is commensurate with experience. Salary ranges from $60,000 to $80,000.
We implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church Plans, and even plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and nontraditional investments.
Department Responsibilities:
The Plan Administration team supports all aspects of Plan Administration including communicating with plan sponsors, participants, and referral partners to develop and direct the implementation process, improving workflow processes, make program and policy changes, and meet regulatory requirements.
Role Responsibilities:
Prepare and present valuations
Conduct compliance and discrimination testing for clients
Collect and process census information
Determine eligibility, vesting, and calculate contributions/allocations
Prepare match and/or profit sharing calculations based on client goals and needs
Prepare and review coverage and non-discrimination tests, including controlled and affiliate service group considerations
Calculate ADP/ACP refunds, recommend appropriate correction method and work with team members to distributed timely
Review plan documents, understand retirement plan provisions and accurately apply to client and participant circumstances, including distributions, loans and vesting
Recommend and discuss plan design changes with client services manager
Collect and track necessary information for completion of valuation reports, including working with multiple types of investment providers
Complete and review contribution calculations (age weighted, integrated, cross tested, etc.)
Reconcile trust assets to participant accounts
Preparation of 5500 Forms, related schedules and other IRS Forms
Determine RMD eligible, calculate and communicate distributions to be taken or waived
Work and communicate with Sponsors and Participants in processing requests
Prepare annual participant statements
Identifying and working with large plan audits, coordinating with service providers, collecting, assembling and analyzing data
Support clients with IRS Audits and DOL investigations
Calculate late deposit requirements
Review and determine 8955A requirements
Monitor workflow for calendar and off calendar plans
Support Plan conversions and deconversion
Qualifications:
Bachelor’s degree in finance or related field preferred
4+ years retirement industry experience required
ASPPA Retirement Plan Fundamentals (RPF) Certified, preferred
ASPPA Defined Contribution Plan Course #1 (DC1) Certified, preferred
Understanding of Plan Errors and working knowledge of correction methods
Proficiency/Knowledge with Schwab Retirement and Ft Williams software and/or similar systems is required
Superb communication skills and a commitment to superior customer service
Excellent attention to detail and accuracy, proficient with numbers and basic calculations
Solutions oriented and ability to handle changing and competing responsibilities are necessary skills when working in an emerging business, like Leading Retirement Solutions
Strong command of technology and ability to easily and quickly learn new software solutions
Works well with a team, including other team members who work remotely/virtually
Proficient with Excel, Word, Outlook, and Adobe Acrobat
Creative participation and forward-looking contribution to team activities and company progress
Possesses a preference for action, avoids workplace distractions, and drives performance targets to completion
We Offer Great Benefits!
Choice between 4 medical plans
Dental, Vision and Accident Insurance
3+ Weeks of Paid Time off (PTO) Starting
Paid Holidays
Employer sponsored 401(k) Plan + Employer matching contributions
Performance bonuses
Financial support for ongoing education and credentialing
Great, casual working environment with casual dress.
100% Employer Paid Work from Home Setup
Flexible Scheduling
Pay: $60,000.00 - $80,000.00 per year
Schedule:
- Monday to Friday
Work Location: Remote
