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Retirement Plan Administrator
Location:
99999
Description:
We are always looking to add new Talent to our Team. If you are looking for the last place you will ever want to work, then look no further. ERISA Services was voted Top Places to work in 2020, 2021 and 2022 by our Team of dedicated retirement plan professionals. At ERISA we like to say we are a Family. We truly care about each other and that is what makes our culture so special. Our Culture is one that promotes honesty, integrity and dedication to our clients, business partners and each other. We are always looking for hardworking individuals who are ready to roll up their sleeves and put in a good honest day's work.We are NOT currently seeking a Retirement Plan Administrator to join our Team, but looking for candidates who might be interested when the time comes. This position is responsible for handling day-to-day retirement plan administration on an assigned caseload ranging from 175 to 200 clients. This position does not interface with clients, but performs the primary responsibilities listed below. This position is not a management or supervisory position. This position is a telecommute position. If you are located in the Eastern or Central time zones and you are a team player, enjoy multitasking, have a keen eye for detail and possess the skill sets described below, we look forward to talking with you about our opportunity! Primary Responsibilities: Maintain the retirement plan within compliance of all IRS and DOL regulations. Perform testing (includes, but not limited to Non-Discrimination, Class Allocation / Cross Testing, Coverage Testing, Last Day Testing, Compensation Exclusion, Top Heavy). Review of plan contribution activity and plan assets and annual reconciliation of plan loans and assets. Preparation of annual valuation reports. Allocation of assets / contributions on pooled profit sharing plans. Preparing of Form 5500 and related Schedules. Preparing of Form 8955-SSA. Calculate excess contributions (415 Limit and ADP/ACP). Plan Administration tracking. Willing to work extended hours to meet pre-determined goals and deadlines as needed. Qualifications and Experience: 5+ years retirement plan administration experience. Working knowledge of IRS and DOL regulations. Experience with Relius Administration. Experience with PensionPal a plus. Above average problem solving skills. Ability to establish priorities and meet deadlines. Working knowledge of various retirement plan types. QKA Professional designation desired or obtainable. Reporting to this position: No direct reports. Physical demands and work environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical demands: While performing duties of job, employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; balance; stoop; talk or hear. Employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Work environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time. The noise level in the work environment is usually minimal. Security Compliance Statement: ERISA Services, Inc. Management has established, implemented, and maintains an ongoing Information Security Awareness Program in order to protect all Team Members, information technology assets, and our clients, suppliers, and shareholders. The purpose of this program is to inform, educate, and motivate Team Members regarding information security, and specifically in the areas of maintaining confidentiality, integrity, and availability of the company's data. ERISA Services is committed to protecting the Personally Identifiable Information that is entrusted to us, and to keeping our systems and procedures up to date and in compliance with industry best standards. Equal Opportunity Statement: ERISA is Drug Free Workplace and an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: ERISA is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at ERISA are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. ERISA will not tolerate discrimination or harassment based on any of these characteristics. ERISA encourages applicants of all ages
Company:
Erisa Services
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Retirement Plan Administrator
Retirement Plan Administrator is a Clerical Administrator Job at Erisa Services located in United States. Find other listings like Retirement Plan Administrator by searching Oodle for Clerical Administrator Jobs.
Retirement Plan Administrator is a Clerical Administrator Job at Erisa Services located in United States. Find other listings like Retirement Plan Administrator by searching Oodle for Clerical Administrator Jobs.