Indiana Licensed Retirement Plan Administrator

Job Summary

A company is looking for a Retirement Benefits Plan Administrator.

Key Responsibilities

• Administer key or large clients and assist with annual audits
• Review compliance and administration work, and interpret plan documents for DOL and IRS compliance
• Prepare annual valuation and Form 5500 filing while assisting with plan design and new business development

Required Qualifications

• 5+ years of experience in qualified retirement plan administration, preferably as a Third Party Administrator
• Bachelor's degree in a related field preferred
• Qualified 401(k) Administrator (QKA) credentials through ASPPA
• Solid understanding of recordkeeping software, including FT Williams and PensionPro
• Experience with balance forward and daily valuation plans