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    DC/DB Retirement Plan Administrator - Chicago, United States - CPS

    CPS
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    Description
    Daily communication with Plan Sponsors via email, phone calls, and GoToMeetings
    Eligibility Determination
    Allocations, Reconciliations, and Terminations of plan experience are necessary.
    Preparation of Forms 5500-SF and 8955-SSA and other government forms
    Reconciliation of trust assets
    Plan Document amendments and restatements as needed
    Annual knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
    Working knowledge of Cash Balance Plans
    Contribution Calculation
    Clearly communicate combo plans to clients/advisors etc.

    Ideal Candidate has:
    At least 2 years of retirement plan administration experience
    No designations are required but they are always appreciated.
    Experience in Defined Contribution and Defined Benefit plans will be considered
    Experience in 100 plans or less.
    A proven track record of accurately and efficiently performing valuation and trust accounting work for retirement plans
    Strong organizational skills and the ability to work independently
    Proficiency in Excel, Word, and Outlook
    Ability to work within stringent deadlines that sometimes require extra hours during our busy season
    Ability to handle duties with confidentiality and extreme professionalism
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