Senior Retirement Plan Administrator

This is a remote position.

The Senior Retirement Plan Administrator will maintain and monitor our clients in compliance with the IRS/DOL regulations by means of processing compliance testing, filing necessary tax forms and completing any work related to the plan regarding administration.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Service a caseload of medium to large complex plans, including prevailing wage, QACA & EACA arrangements, defined benefit and cash balance
• Completion of Annual Valuation Reports including the Form 5500 and schedules
• Performing all annual testing including ADP/ACP; coverage; non-discrimination including cross-testing under 401(a)(4), non-safe harbor compensation definitions under 416, and combined plans; & top heavy; etc. and maintain tax filing deadlines
• Overall technical familiarity with plan rules including contribution limits, benefit restrictions under IRC 436, distributions, loans, hardships, etc.
• Advise and support Client Relations with technical questions from Plan Sponsors, Administrators, Auditors, and Advisors
• Review financial results and determine gain/loss requirements of fiduciary error
• Manage assign Call Center tickets as assigned
• Handling of special projects and tasks as requested

QUALIFICATIONS:

• High School Diploma or equivalent required
• College Degree (preferred, not required)
• Retirement Plan experience (2-3 years) with compliance testing and Form 5500 filing
• Relius Administration experience (preferred, not required)
• QKA, QPA (not required, but highly recommended)

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