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