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TPA
Administrator
1 month ago
Full-time
Massapequa
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.
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