Maintain responsibility of client caseload management
Deliver testing results and year end packages to clients. Make sure any compliance corrections are completed timely and 5500s are signed and filed timely
Track data received/not received from clients and follow up accordingly
Consult with clients, advisors and other parties on plan related issues to develop long-term relationships.
Requirements
At least 3 years of Defined Contribution Plan Administration experience
Cash Balance/Defined Benefit Plan Administration experience is preferred
Perform compliance work related to cross-testing and ADP/ACP testing for DC plans
Calculation of profit sharing contributions using new comparability allocation methods
Strong organizational skills, able to work independently in a fast paced environment to meet deadlines while maintaining attention to detail.
Benefits
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Defined Contribution Plan AdministrationCash Balance Plan AdministrationDefined Benefit Plan Administrationcompliance workcross-testingADP testingACP testingprofit sharing contributionsnew comparability allocation methods
Soft skills
organizational skillsindependent workattention to detailrelationship buildingconsultation skills