- Administration for and managing all aspects of an assigned book of business.
- Requesting, coordinating and compiling census information.
- Calculation of employer safe harbor, match and profit sharing contributions, including cross-tested
- Performing all annual testing including ADP, ACP, coverage, non-discrimination, cross-testing and top-heavy.
- Overall technical familiarity with plan rules.
- Distribution and Loan Processing.
- Consultation with Plan Sponsors regarding Plan related issues.
- 5500, 8955, 5330 and 1099 preparation.
- Bachelors degree.
- Minimum of 5 years experience preparing DC administration, with at least QKA designation.
- Experience with Datair software is preferred.
- Experience with various investment companies/recordkeepers is a plus.
- Ability to generate new business.
- Applicants should have a strong desire to exceed client expectations and have an in-depth understanding of
- Pension education and credentials valued and supported.
- CPA designation is a plus.
- Salary commensurate with experience. Expected range $75,000-$90,000 base compensation.
- Yearly performance bonus.
- Highly competitive benefits package, including fully covered health insurance.
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Retirement Plan Administrator - Glen Ellyn, United States - Administrative Retirement Services, Inc.
3 weeks ago
Description
We are a TPA firm located in the western suburbs of Chicago. We focus on the small to mid-size plan market. We are seeking a Retirement Plan Administrator with a minimum of 5 years of experience in all aspects of plan administration.
We offer a hybrid (one day in office), casual office environment with compensation and benefits commensurate
with experience, as well as opportunity for growth. We are willing to consider fully remote candidates also.
RESPONSIBILITIES
contributions.
QUALIFICATIONS
retirement plan rules and regulations.
SALARY AND BENEFITS
Agencies please note: this recruitment assignment is being managed internally. We will reach out to our
preferred agency partners in the rare instance we require additional talent options. Your respect for this
process is appreciated.
To apply, please send resumes with availability and salary requirements to