Senior Remote Retirement Plan Consultant

Farmers National Bank of Canfield; Cleveland (OH); Remote; USD 65,000 - 90,000; Full time

Job summary

Farmers National Banc Corp. is seeking a Defined Contribution Plans Administrator to review, analyze and amend DC plans, prepare SPDs, reports, and recommendations. The role involves government filings, client presentations, and tracking loan payments.

The candidate will prepare Form 5500, run benefit statements, and ensure plan compliance with 410(b), ADP/ACP, 402(g), and other tests. Education and experience in finance and accounting are preferred, with a strong attention to detail.

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.

Responsibilities

• Compile information to produce quarterly, semi-annual or annual allocation reports and update plan specs.
• Reconcile plan assets for each valuation period.
• Prepare IRS Form 5500 and related schedules and the Summary Annual Report; file forms electronically.

Skills

Retirement Planning

Education

Bachelor's in Finance (preferred)

Bachelor's in Accounting (preferred)

High School diploma (required)

Job description

Farmers National Banc Corp. is seeking a Defined Contribution Plans Administrator to review, analyze and amend DC plans, prepare SPDs, reports, and recommendations. The role involves government filings, client presentations, and tracking loan payments.

The candidate will prepare Form 5500, run benefit statements, and ensure plan compliance with 410(b), ADP/ACP, 402(g), and other tests. Education and experience in finance and accounting are preferred, with a strong attention to detail.