Senior 401(k) Administrator

We are recruiting for an established TPA. We invite you to apply if you are interested in this opportunity.

Senior 401(k) Administrator

This is a consultant level position supporting small and less complex 401(k) plans.

About the employer:

The employer is a TPA. People who do well here appreciate working autonomously and enjoy consulting with and solving problems for plan sponsors. The position provides work – life balance. The company invests in retirement service technology to help you be successful in your role, and also supports your professional growth with training and certifications.

What you’ll do:

• Establish and maintain trusted relationships with plan sponsors
• Manage day to day operations of an assigned caseload of plans
• Communicate clearly with plan sponsors to ensure they understand their options and solutions provided
• Review, interpret and advise on Plan Documents
• Collaborate with Plan Sponsors, Recordkeepers, Financial Advisors, and Auditors to deliver tailored solutions that help clients maintain their qualified plans.
• Perform contribution allocation calculations, including Match, Safe Harbor, Top Heavy, Profit Sharing, New Comparability, and income allocations for unincorporated businesses.
• Conduct ADP/ACP, Coverage, Top Heavy, Non-discrimination, and other Compliance Testing, including corrective actions for failed tests and projected testing.
• Prepare and reconcile trust accounting records.
• Prepare Valuation and Compliance Reports.
• Prepare government form preparation, including Form 5500, Form 8955-SSA, & Form 5330
• Provide audit support for large plans.
• Conduct annual administration reviews with Plan Sponsors and Advisors
• Continuously expand expertise and stay informed on relevant regulations.

Salary Range: $75,000 - $85,000

Benefits: Medical insurance; dental insurance; vision insurance; HSA; FSA; Life insurance; disability insurance; accident insurance; critical illness insurance; 401k; PTO.

Job Requirements

Experience you should have:

• 5+ years experience at a TPA performing 401k plan administration
• Experience with either ASC, ftwilliam, Relius, or Datair
• Experience with PensionPro
• Willingness to obtain ASPPA or NIPA designation
• Ability to work remotely

*To apply for this position, please send your resume to sczepiel@cps4jobs.com. We look forward to hearing from you.*