Qualified 401(k) Administrator

Job Summary

To support an expanding practice, the full-time Retirement Benefits Plan Administrator will manage client relationships, oversee compliance and administration of retirement plans, and assist with annual audits while working remotely.

Key responsibilities

• Administer key clients and assist with annual audits
• Review compliance work and interpret plan documents for DOL and IRS compliance
• Calculate employer contributions and prepare annual valuation and Form 5500 filings

Required qualifications

• 5+ years of experience in qualified retirement plan administration, preferably with 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