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