Base salaries are determined during our interview process, by assessing a candidate's experience, skills against internal peers and against the scope and responsibilities of the position.
Job Summary:
Maintain client/advisor relationship; perform compliance testing; contribution calculations; Form 5500 preparation and working with auditors.
Responsibilities :
Provide high level of service to clients and advisors
Ensures all clients are receiving feedback and resolution to their inquiries on a daily basis
Interpret plan documents
Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans
Analyzes census to determine eligibility
Calculate employer contributions based on the plan's provisions and confirms with client amount of annual funding
Preparation of annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b) and ability to discuss testing results with client
Prepare Government Forms: 5500 and Related Schedules, 5558, 5330, 8955 and works with plan's auditor and ability to discuss Forms with the client.
Reconciliation of trust assets
Review and approve participant requested loans and distribution requests
Identifies and completed RMD distributions
Advises clients on new plan design options and completes plan studies when needed
Oversee assigned Administrator to ensure deadlines are met timely
Attends client and advisor calls/meetings upon request with approval from assigned Manager.
Annual year-end clean-up to include follow-up on forfeiture re-allocations, source transfers determined during the compliance review
Work with clients to terminate their plan
3(16) Responsibilities
Works with 3(16) Project Manager to ensure eligibility is determined correctly for each entry date
Works with assigned Manager to create and deliver APRs annually
Point of contact for client questions on his case load
Amendment Requests – Update Platform and 3(16) Tracking and Signature Follow-up with Clients
Enrollment Kit Plan Specs changes during amendment process
Amendment Mailing PensionPro Initiation
Creates Amendment Project in PensionPro
AdHOC Billing Entries for Special 3(16) requests
Amendments – Update Relius Specs
Audit point of contact and handles all audit requests
Requirements:
5+ Years retirement plan compliance experience
Ability to maintain caseload of 55-65 defined contribution plans, including 401(k) and 403(b)
Excellent Client Relationship skills
Excellent communication and organizational skills
Problem solving ability
Ability to work in fast paced team environment
Working knowledge of Microsoft office (excel, word, outlook)
Working knowledge of Sungard Relius compliance software & FT Williams Government forms a plus
ASPPA designations a plus or be willing to obtain designations
Ability to ensure timely and accurate completion of all assigned client's compliance testing, valuation reporting and tax filings.
3(16) Fiduciary Services knowledge a plus
If remote employee, must have previous experience working from home
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