Retirement Plan Supervisor

The Retirement Plan Administration Supervisoris responsible forassistingthe department with retirement plan administration testing and compliance and mayparticipatein special projects requested by clients. This includes managing multiple projects and client relationships simultaneously. Tasks are typically conducted with little to no supervision but under the review of department and supervisory responsibilities will occur with less experienced position may also involve working cross-departmentally with other Boulay Departments to effectivelyaccomplishprojects and tasks

Essential Functions and Responsibilities:To perform this job an individual must be able to perform each essential function and responsibility satisfactorily with or without reasonable accommodation.

Client Facing and Technical Work:

• Review of census information imports and asset information in preparation of all annual testing

• Prepare or review complex Forms 5500 and related schedules

• Review more basic Forms 5500 and related schedules

• Review and delegate trust accounting projects and other related tasks

• Perform annual compliance testing ( discrimination testing top heavy testing and 402(g) and 415 testing)

• Responsible for more complex plan administration duties

• Possess technical familiarity with plan rulesregardingdistributions loans and hardships

• Perform ERISA research relating to employee benefit plans and payroll issues

• Prepare or review employer contribution calculations using various allocation methods (-ratapermitteddisparity and cross-tested formulas)

• Respond to client questions or inquiries

• Draft and develop client communications

• Identifyand communicate opportunities/issues with reviewer/Partner

• Proactively coordinate plan and schedulework flowfor effective engagement management

• Initiate and manage client communication with staff and/or superiors

• Collaborate cross-departmentally to gather information and resolve client matters

LeadershipResponsibilities:

• Share knowledge train and serve as a role model for less experienced staff

• Assistless experienced staff with poise and professionalism especially during peak work periods

• Providetimelyfeedback to less experienced staff as needed

• Assistmanagement in motivating staff and building morale

• Begin to develop knowledge ofexpertisewith Firm personnel and service offerings

Administrative Responsibilities:

• Enter time and scheduling activitiesin a timely manner

• Keep calendars current for scheduling/planning purposes

• Effectively and proactively communicate with superiors on status of tasks

• Requestassistancefrom reviewer after spendingappropriate amountof time on any given problem or issue

• Seek out new projects when workload is light andhelp outwhen others are overloaded

Other:

• Demonstrateproficiencywith software time management and communication whilemaintainingprofessionalism and adhering to Firm standards and ethical guidelines.

• Actively contribute to team success by taking on new projectsassistingin recruiting initiativesassistingothersandpromoting the Firms values.

• Continuously develop professionally through training staying informed on the Firms services and providing exceptional customer service while meeting deadlines.

• Demonstrate compliance with all Firm policies and procedures as defined in the Employee Handbook

• Complete other duties tasks or specialprojectsasassigned

Required:

• Degree or related experience in retirement plan administration

• 4 years of applicable experience

• Experience with Employee Benefits specific software

• Knowledge of ERISA and IRS regulationspertaining toretirement plans

• Ability to understand and articulate plan document language

• Ability to articulate complex benefit information to clients and internal personnel
  

The annual salary range for this position is: $87000 - $130000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individuals experience knowledge and skills. Individuals may be eligible for additional compensation in the form of incentives commissions profit sharing and more depending on the role. Boulay offers a wide range of benefits such as medical dental vision 401k flexible schedules hybrid work environment paid time away and more.

Boulay is committed to providing reasonable accommodation to all applicants.If you require any accommodation contact Mercedes Betzina at

Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firms continued success.

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance

Required Experience:

Manager