Note: The job is a remote job and is open to candidates in USA. Blue Benefits Consulting, Inc. is seeking an experienced retirement plan administrator to join their client-facing team. The role involves administration of retirement plans, compliance work, and client relationship development, primarily focusing on 401(k) plans.
Responsibilities
- Administration of key or large clients; assistance with annual audits
- Review compliance and administration work performed by others
- Client and advisor relationship development and maintenance
- Review and interpret plan documents to ensure compliance with DOL and IRS requirements
- Trust accounting and asset reconciliation
- Calculate and allocate annual employer contribution and forfeitures, review eligibility and complete vesting determinations. New Comparability understanding required
- Compliance testing, including ADP/ACP, non-discrimination, coverage and top heavy
- Preparation of annual valuation and Form 5500 filing
- Assist with plan design and new business development
Skills
- 5+ years' experience with qualified retirement plan administration, Third Party Administrator preferred
- Qualified 401(k) Administrator (QKA) credentials through American Society of Pension Professionals of America (ASPPA)
- Solid understanding of recordkeeping software; FT Williams (Plan Documents, Government Forms (5500), and Compliance Testing and Reporting) and PensionPro
- Good communication skills with clients, contacts, and advisors
- Understanding of plan design and composition of qualified plan documents
- Experience with balance forward & daily valuation (Platform) plans
- Superior attention to detail and organizational skills; must be a self-starter
- Experienced in MS Office (Word, Excel, and PowerPoint)
- Bachelor's degree in related field preferred
Benefits
- This role can be fully remote.
Company Overview
From actively monitoring the laws that relate to pension administration — and keeping you informed of their impact – to bringing innovative ideas to the table, at Blue Benefits Consulting, Inc., we provide personalized options to meet your company’s retirement plan needs. It was founded in 1993, and is headquartered in Carmel, Indiana, USA, with a workforce of 11-50 employees. Its website is https://bluebenefitsonline.com.