Boulay

Retirement Plan Administration Manager

Boulay

full-time

Posted on:

Location Type: Remote

Location: Remote • Iowa, Minnesota, Ohio, Virginia • 🇺🇸 United States

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Salary

💰 $110,000 - $165,000 per year

Job Level

Mid-LevelSenior

About the role

  • Review census information imports and asset information in preparation of all annual testing
  • Review Forms 5500 and related schedules
  • Review and delegate trust accounting projects and other related tasks
  • Review and possibly perform annual compliance testing (i.e. ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing)
  • Delegate plan administration duties
  • Possess technical familiarity with plan rules regarding distributions, loans, and hardships
  • Keep current with laws and regulations
  • Perform ERISA research relating to employee benefit plans and payroll issues
  • Review employer contribution calculations using various allocation methods (i.e. pro-rata, permitted disparity, and cross-tested formulas)
  • Respond to client questions or inquiries
  • Initiate and manage client communications
  • Identify and communicate opportunities/issues with superiors
  • Proactively coordinate, plan, and schedule workflow for effective engagement management
  • Collaborate cross-departmentally to gather information and resolve client matters
  • Prepare billing invoices as requested
  • Act as a trusted and sought-after business advisor to client and peers
  • Share knowledge, train, and serve as a role model for less experienced staff
  • Delegate work to less experienced staff based on their knowledge and capabilities
  • Effectively oversee staff with poise and professionalism during stressful times and peak periods of client work

Requirements

  • Bachelor’s Degree in Accounting, Finance, or related field
  • 6+ years of applicable experience
  • Experience with Employee Stock Ownership Plans (ESOPs)
  • QKA or CPA
  • Solid track record of career achievements and work quality
  • Experience with Employee Benefits-specific software
  • Strong technical knowledge of ERISA and IRS regulations pertaining to retirement plans
  • Experience with Forms 5500, 1099-R, and proficiency with preparation
  • Experience with compliance testing (including ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing)
  • ASPPA, CEBS, or NIPA certification(s)
  • Ability to understand and articulate plan document language
  • Ability to articulate complex benefit information to clients and internal personnel
  • In-depth understanding of Employee Benefits trends and issues
Benefits
  • 401(k)
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Tuition reimbursement
  • Vision insurance
  • Work from home

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
compliance testingADP testingACP testingtop heavy testing402(g) testing415 testingForms 55001099-R preparationemployee benefit plan researchemployee stock ownership plans (ESOPs)
Soft skills
client communicationworkflow managementcollaborationtrainingdelegationproblem-solvingprofessionalismleadershiporganizational skillsadvisory skills
Certifications
QKACPAASPPACEBSNIPA