Warren Averett is seeking to add an experienced Retirement Plan professional to our Benefits Consulting division in our Pensacola, FL office.
Pensacola is the perfect combination of a relaxed beach town and bustling metropolitan center, located along 50+ miles of emerald-green Gulf of Mexico waters and crystal-clear bay areas.
Responsibilities
Overseeing all facets of administration and annual compliance of qualified plans
Determination of plan eligibility, benefit or contribution levels, optimum and maximum tax-deductible amounts
Performance of annual testing to demonstrate satisfaction of IRS coverage and non-discrimination requirements
Preparation of annual IRS/DOL Form 5500 reports and related schedules
Preparation and review of participant distribution and loan packages as needed
Response to consulting and administrative questions from clients
Tracking and monitoring job progress to ensure that necessary data is requested and received in order to meet compliance deadlines
Requirements
Minimum of 3 years of experience administering plans and working directly with clients
Ability to multi-task
Strong organizational skills
Superior communication and interpersonal skills
Excellent analytical, decision-making and time-management skills
Ability to independently manage workload and prioritize duties
MS Excel
Prior experience with Relius Administration software
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.