Senior Retirement Plan Client Lead

Jobtailor; Cleveland (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

Jobtailor is seeking a dedicated Retirement Plan Administrator to lead a portfolio of clients in Cleveland, OH. You will manage compliance testing, Form 5500 preparation, asset reconciliation, and allocation calculations while ensuring high client satisfaction and timely responses to sponsors.

Ideal candidates have 5+ years in retirement plan administration, deep ERISA/IRS/DOL knowledge, and proficiency with Excel and plan administration systems.

Qualifications

• Five+ years of professional retirement plan administration and compliance experience
• Bachelor's degree preferred
• QKA and QPA credentials preferred or in progress
• Strong knowledge of ERISA and IRS/DOL regulations
• Proficient in Excel and retirement plan administration systems

Responsibilities

• Serve as the primary contact for a specified block of business and oversee overall client satisfaction
• Perform required compliance testing and related activities
• Reconcile assets and prepare Form 5500 and all schedules
• Prepare employer contribution allocations, required minimum distributions, and QDROs
• Respond to plan sponsors regarding issues and questions
• Promote client retention and identify opportunities to expand relationships
• Resolve complex situations or requests
• Achieve department service goals
• Perform additional responsibilities as assigned

Skills

Compliance Testing

Form 5500 Preparation

Asset Reconciliation

Employer Contribution Allocations

Qualified Domestic Relations Orders

Retirement Plan Administration

ERISA Regulations Knowledge

IRS/DOL Regulations Knowledge

Microsoft Excel

Retirement Plan Administration Systems

Education

Bachelor's degree in Accounting, Finance, Business, or related field

QKA/QPA credentials or progress toward certification

Tools

MS Office Suite

Concur

Skype

FT William Software

Job description

Jobtailor is seeking a dedicated Retirement Plan Administrator to lead a portfolio of clients in Cleveland, OH. You will manage compliance testing, Form 5500 preparation, asset reconciliation, and allocation calculations while ensuring high client satisfaction and timely responses to sponsors.

Ideal candidates have 5+ years in retirement plan administration, deep ERISA/IRS/DOL knowledge, and proficiency with Excel and plan administration systems.