[Remote] Senior Retirement Plan Benefits Administrator
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 managing retirement plan administration, ensuring compliance, and developing client relationships.
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
- Qualified 401(k) Administrator (QKA) credentials through American Society of Pension Professionals of America (ASPPA)
- Solid understanding of recordkeeping software and Compliance Testing and Reporting and PensionPro
- Strong FT Williams (Plan Documents, Government Forms (5500) experience
- 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)
- Third Party Administrator preferred
- Bachelor's degree in related field preferred
Benefits
- This role can be fully remote.
Company Overview