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    Senior Retirement Plan Administrator - Falls Church, United States - Strongpoint Partners

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    Job Description

    Job 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 want to progress into one of the following two roles:
    Manager

    – After about one year the administration workload would be reduced and you would assume management of several employees.

    Quality Control Reviewer

    – After about six to twelve months of submitting your own error-free work for review, your administration workload would be reduced and you would start reviewing the work product of your coworkers.


    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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