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Senior Retirement Plan Administrator - Falls Church, United States - Strongpoint Partners
Description
Job DescriptionJob Description
Retirement Planners & Administrators (RPA), a Strongpoint Partner, is seeking a highly motivated and ambitious Senior Retirement Plan Administrator who will provide full client services to a designated caseload of clients, including day to day communication and management of their workflow and project deadlines.
This is a great opportunity for a motivated candidate who wants to support all sides of a growing financial services firm.
This individual must have strong project management skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.
The ideal candidate will have several years of TPA plan administration experience and wants to grow into a supervision role. After about one year, the administration workload would be reduced and this team member would assume management of several employees.
Role & Responsibilities:
Independently handle a caseload of 401k and cross-tested plans of A-Z administration (including loan & distributions, contributing calculations, plan documents, plan design, etc)
Perform plan ADP/ACP compliance testing accurately and timely
Provide superior client service and communication to caseload of ~65-75 plans
Maintain industry knowledge and share information with team members
Utilize administration systems and other technologies to maximize efficiencies
Review and recommend plan design changes to clients
Coordinate year-end valuation
Read and interpret plan documents
Importing census and participant account data
Asset
Reconciliation/Trust
Accounting
Year-end valuation
Forms 5500, 8955, 5330
Loan, hardship, and distribution review
Requirements:
Between 4 -8 years of 401(k) retirement plan administration experience
Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
ASPPA and/or NIPA credentials preferred
Experience with Relius and Pension Pal/Pro software strongly preferred
Excellent verbal, written, analytical, organizational skills and keen attention to detail
Excellent customer service skills
Strong math and/or accounting skills
Strong initiative, integrity, self-motivation, and results orientation
Ability to organize, set priorities and meet deadlines
Strong MS Office experience, especially Excel and Word
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