Remote Defined Contribution Plan Specialist

Farmers National Bank of Canfield; Canton (OH); Hybride; USD 55 000 - 75 000; Plein temps

Résumé du poste

Farmers National Banc Corp. seeks an experienced plan administrator to review, analyze, and amend Defined Contribution plans, prepare SPDs, and deliver client reports and presentations.

The role involves drafting loan documents, amortization schedules, and tracking loan payments for diverse client teams. Responsibilities include preparing Form 5500s, compliance testing, and coordinating with accountants, attorneys, and plan sponsors.

Qualifications

• High School Diploma or G.E.D. required.
• Minimum of two (2) years' experience with defined contribution plans preferred.
• Basic math and/or accounting skills.

Responsabilités

• Review, analyze and amend Defined Contribution plans and prepare summary plan descriptions, reports and recommendations.
• Prepare and submit required government reports and document filings as necessary.
• Prepare reports and presentations for clients, loan documents and amortization schedules; track loan payments.
• Compile information for allocation reports; update plan specifications; ensure compliance testing.
• Prepare IRS Form 5500 and related schedules; file forms electronically.
• Maintain communication with clients, accountants, attorneys and other stakeholders.
• Attend client meetings and support plan audits and enrollment activities.

Connaissances

Retirement Planning

Formation

Bachelors of Finance (preferred)

Bachelors of Accounting (preferred)

High School (required)

Description du poste

Farmers National Banc Corp. seeks an experienced plan administrator to review, analyze, and amend Defined Contribution plans, prepare SPDs, and deliver client reports and presentations.

The role involves drafting loan documents, amortization schedules, and tracking loan payments for diverse client teams. Responsibilities include preparing Form 5500s, compliance testing, and coordinating with accountants, attorneys, and plan sponsors.