This is a **Remote Retirement Plan Administrator** role RESPONSIBILITIES:
• Complete annual compliance testing
• Prepare and file 5500 and other forms.
• Maintain existing client relationships.
• Assist clients with plan document updates and amendments.
• Process retirement plan distributions and loans across various investment platforms.
• Data analysis, scrubbing and verification.
• Reconcile plan assets and preparation of annual valuation.
• Recordkeeper website reporting and navigation
• Communicate IRS rules and regulations.
QUALIFICATIONS:
• Bachelor’s degree or an equivalent combination of education, training, experience, and certifications
• Must have strong Word, Excel, Outlook and Adobe Acrobat skills.
• ASC, Pension Pro and FT William software knowledge a plus
• Excellent verbal and written communication skills
• Ability to build and maintain strong client relationships
• Strong attention to detail and superior organizational skills
• Sound judgment and proper criteria for establishing priorities correctly.
• Experience with defined benefit plans is helpful, but not required.
•ASPPA or NIPA certifications are preferred, however not a requirement TPA Firm offers a competitive salary and benefits package.
Please apply to obtain more details and introduction to this TPA owner.
• Complete annual compliance testing
• Prepare and file 5500 and other forms.
• Maintain existing client relationships.
• Assist clients with plan document updates and amendments.
• Process retirement plan distributions and loans across various investment platforms.
• Data analysis, scrubbing and verification.
• Reconcile plan assets and preparation of annual valuation.
• Recordkeeper website reporting and navigation
• Communicate IRS rules and regulations.
QUALIFICATIONS:
• Bachelor’s degree or an equivalent combination of education, training, experience, and certifications
• Must have strong Word, Excel, Outlook and Adobe Acrobat skills.
• ASC, Pension Pro and FT William software knowledge a plus
• Excellent verbal and written communication skills
• Ability to build and maintain strong client relationships
• Strong attention to detail and superior organizational skills
• Sound judgment and proper criteria for establishing priorities correctly.
• Experience with defined benefit plans is helpful, but not required.
•ASPPA or NIPA certifications are preferred, however not a requirement TPA Firm offers a competitive salary and benefits package.
Please apply to obtain more details and introduction to this TPA owner.
Interviews today
- Experience
- Required
- Languages
- English – Intermediate
- Employment
- Full-time
Massapequa Avenue, 11758, Massapequa
AdministratorMassapequa
Retirement plan administrators • 1-10 Employees
Hiring on JOB TODAY since September, 2024
At TPAbenchmark.com, we work with 100 Third-Party Administrators (TPA) Firm Owners who are our members. We help our members, identify and hire top retirement plan talent, for all roles, in a TPA firm.
brittany broccioActive 9 hours ago