Retirement Plan Administrator

Networks Connect; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Business Accounts Director/Recruiting Manager to join their dynamic team. This exciting remote position involves consulting with clients to optimize their corporate retirement plans through innovative design and consistent monitoring. The role offers the chance to lead client relationships while ensuring compliance with regulatory requirements. Ideal candidates will have a strong background in retirement administration and excellent skills in Microsoft Excel. If you have a passion for client service and a desire to make a significant impact in the financial sector, this opportunity is perfect for you.

Qualifications

• Experience in retirement administration, especially in a remote setting.
• Strong competency in Microsoft Excel and compliance knowledge.

Responsibilities

• Consulting with clients to achieve their retirement plan goals.
• Ensuring compliance with DOL and IRS requirements.
• Preparation of required government filings, including Form 5500.

Skills

Client Relationship Management

Retirement Administration

Compliance Knowledge (DOL, IRS)

Self-Employment Income Calculations

Microsoft Excel

Education

ASPPA QKA or QPA Certification

Tools

FT William Software

Relius

ASC

Datair

Pension Pro

Job description

Direct message the job poster from Networks Connect

Business Accounts Director/Recruiting Manager

Are you an experienced Retirement Plan Consultant or Administrator looking for a new remote career opportunity? We have multiple positions available with our rapidly growing clients that are fully remote and designed to help businesses maximize their corporate retirement plan through creative plan design, consistent plan monitoring, and compelling client service.

Responsibilities may include:

• Consulting with clients to achieve their desired retirement plan goals.
• Single point of contact and ownership for assigned clients and financial advisors.
• Census scrubbing and eligibility determination.
• Compliance Testing: HCE/ Key determination, Top Heavy, ADP/ACP, 410(b), 401(a)(4), and 415.
• Ensure compliance with DOL and IRS requirements.
• Calculation of contribution allocations.
• Self-Employment Income calculations.
• Reconciliation of plan trust assets.
• Completion of annual valuation reports.
• Preparation of required government filings, including Form 5500 series.

Preferred Skills and Experience:

• Retirement administration in a remote environment.
• Experience with FT William software, Relius, ASC, Datair and Pension Pro.
• Strong competency with Microsoft Excel.
• ASPPA QKA or QPA certified.
• Knowledge of ERISA, combined plan testing, DB/DC administration.
• Outstanding client relationship management skills, service, and support.

Seniority level

Associate

Employment type

Full-time

Job function

Consulting, Finance, and Administrative