Retirement Plan Services Administrator providing direct support for pension, 401(k), 457(b), and profit-sharing plans. Preparing allocations, individual statements, and analyzing required testing results.
Responsibilities
Provide direct support to the Recordkeeping Supervisor and Officers
Prepare allocations and individual participant statements
Communicate with client administrators to gather testing data and review census information
Analyze and communicate testing results to clients and internal parties
Establish and maintain employee benefit plans on the participant recordkeeping system
Manage incoming participant and plan sponsor calls regarding employee distribution requests
Reconcile the Employee Benefit Trust Fund to the participant recordkeeping system
Requirements
Bachelor’s degree in business administration, finance, or accounting
Five years of prior trust or accounting experience or equivalent
Formal computer science training (highly recommended)
Good written and oral communication skills
Benefits
Comprehensive Healthcare Benefits
401(k) & ESOP Profit Sharing
Wellness Program
Education Student loan repayment assistance program
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