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    retirement plan administrator - Westchester, United States - CPS

    CPS
    CPS Westchester, United States

    9 hours ago

    Default job background
    Description
    Posted:

    03/26/2024


    Industry:
    Employee Benefits & Retirement Services

    Job Number:

    3.26 1 KEF


    Pay Rate:
    $65,000 - $85,000


    Remote Friendly:
    Remote

    Experience:

    2+ Years
    Job Description

    DEFINED CONTRIBUTION PLAN ADMINISTRATOR (REMOTE)
    Join a team of dedicated plan administrators by managing your own caseload of Defined Contribution plans.
    Perform allocations, reconcilations and plan terminations
    5500 form filing
    Review/interpret Plan Document, amendments, notices and SPD's
    Analysis of Census
    Loan calculations
    #401k #definedcontributions #planadministrator #retirementplanadministrator
    Job Requirements

    DEFINED CONTRIBUTION PLAN ADMINISTRATOR (REMOTE)
    3+ years A to Z DC administration experience
    Strong ERISA / Compliance experience
    ASPPA designation(s) ideal (QKA, QPA, etc.) or a strong desire to obtain
    Multiple Employer Plan (MEP) experience helpful (not required)
    Ability to meet and/or exceed goals (financial incentives available for achieving goals)
    Strong communication skills (verbal & written) to deal with Plan Sponsors
    Strong experience with Microsoft Excel
    Retirement Plan recordkeeping software experience (FT William helpful, not required)
    Dynamic & collaborative team player, open to suggestions, ability to learn quickly
    Great attitude with a passion for the Retirement Services industry
    Kristine Fornek
    Senior Executive Recruiter / Market Specialist


    SPECIALTIES:

    All ERISA related positions including:

    Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

    The levels of candidates that I place include Plan Administrators, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-Level Executive positions.

    We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.
    I'


    M IN THIS BUSINESS BECAUSE:
    I truly enjoy building relationships with both my clients and my candidates.

    There's no better feeling than fostering strong partnerships with my clients to aid them with their hiring needs or helping someone realize their goals by assisting them in advancing their career.

    I LOVE making those connections


    HOBBIES:
    Golf, travel, cooking, stained glass artisan, mosaics, pottery, oil painting, volunteering, active with church.
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