Defined Contribution Plan Specialist (Remote)

Farmers National Bank of Canfield; Canfield (OH); On-site; USD 52,000 - 76,000; Full time

Job summary

Farmers National Banc Corp. in Ohio seeks a professional to review, analyze and amend Defined Contribution plans and prepare summary plan descriptions, reports and filings. You will prepare IRS forms and related schedules, and develop reports for clients.

This role also involves calculating benefits, maintaining plan data, and supporting audits with AMS staff. This position allows remote work for qualified candidates, with potential office options in Ohio or Pennsylvania based on experience.

Qualifications

• Minimum two years' experience with defined contribution plans preferred.
• Basic math and/or accounting skills.
• High School Diploma or G.E.D. required.

Responsibilities

• Review, analyze and amend Defined Contribution plans and prepare summary plan descriptions, reports and recommendations.
• Prepare IRS Form 5500 and related schedules; file forms electronically.
• Calculate benefits, prepare loan documents and amortization schedules; track loan repayments.
• Maintain contact with clients, accountants, attorneys and other stakeholders; respond to inquiries.
• Prepare reports for clients and conduct plan audits as required.
• Attend client meetings and complete training including BSA/AML procedures.

Skills

Retirement Planning

Education

Bachelors of Finance (preferred)

Bachelors of Accounting (preferred)

High School (required)

Job description

Farmers National Banc Corp. in Ohio seeks a professional to review, analyze and amend Defined Contribution plans and prepare summary plan descriptions, reports and filings. You will prepare IRS forms and related schedules, and develop reports for clients.

This role also involves calculating benefits, maintaining plan data, and supporting audits with AMS staff. This position allows remote work for qualified candidates, with potential office options in Ohio or Pennsylvania based on experience.