Senior Retirement Plan Benefits Administrator

This role can be fully remote.

Position Details:

• Administration of key or large clients; assistance with annual audits.
• Review compliance and administration work performed by others.
• Client and advisor relationship development and maintenance.
• Review and interpret plan documents to ensure compliance with DOL and IRS requirements.
• Trust accounting and asset reconciliation.
• Calculate and allocate annual employer contribution and forfeitures review eligibility and complete vesting determinations. New Comparability understanding required.
• Compliance testing including ADP/ACP non-discrimination coverage and top heavy.
• Preparation of annual valuation and Form 5500 filing.
• Assist with plan design and new business development.

Position Requirements:

• 5 years experience with qualified retirement plan administration Third Party Administrator preferred.
• Bachelors degree in related field preferred.
• Qualified 401(k) Administrator (QKA) credentials through American Society of Pension Professionals of America (ASPPA)
• Solid understanding of recordkeeping software and Compliance Testing and Reporting) and PensionPro.
• Strong FT Williams (Plan Documents Government Forms (5500) experience
• Good communication skills with clients contacts and advisors
• Understanding of plan design and composition of qualified plan documents.
• Experience with balance forward & daily valuation (Platform) plans.
• Superior attention to detail and organizational skills; must be a self-starter.
• Experienced in MS Office (Word Excel and PowerPoint).

We are responsive. We are caring. We are advocates.

Blue & Co. LLC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age color sex sexual orientation gender identity disability genetic information national origin race religion veteran status or any other protected category.

Candidates must be authorized to work in the U.S. without current or future employer sponsorship.

Agency candidates will not be considered for this position.

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