Found Description
Responsibilities
- Independently manage and administer a caseload of retirement plans
- Perform compliance testing (ADP/ACP, coverage, nondiscrimination, etc.)
- Deliver strategic recommendations on plan design and compliance
- Prepare annual valuations
- Complete and file Form 5500s
- Calculate employer contributions
- Perform cross-testing and allocation calculations
- Review participant distributions and loans
- Maintain up-to-date knowledge of ERISA rules and regulations
- Review plan documents and ensure operational compliance
- Communicate effectively with clients, advisors, and internal team members
Requirements
- Experience administering defined contribution retirement plans
- Strong understanding of ERISA rules and retirement plan compliance
- Proficiency in administration software such as ASC, Datair, Relius, or FTWilliam