Allocations, Reconciliations and Terminations of plan experience is necessary.
Preparation of Forms 5500-SF and 8955-SSA
Reconciliation of trust assets.
Effectively communicate internally and with clients, advisors, and other professionals
Plan Document amendments and restatements as needed.
Knowledge of Relius, Datair, Pension Pro, ASC or similar system is preferred.
Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information
Ideal candidate has:
At least 2 years of retirement plan administration experience
No designations required but always appreciated.
Experience with around 100 plans.
TPA background.
A proven track record of accurately and efficiently performing valuation and trust accounting work for retirement plans.
Strong organizational skills and the ability to work independently.
Proficiency in Excel, Word and Outlook
Ability to work within stringent deadlines that sometimes require extra hours during our busy season.
Excellent client communication skills
Ability to handle duties with confidentiality and extreme professionalism.
Compensation: $60k-95k plus Full Benefits
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance
Industries
Staffing and Recruiting
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