Combo Retirement Plan Administrator, (KGA)

Posted 2 months agoViewed

70000 - 95000 USD per year

United StatesFull-TimeRetirement Services

Company:Strongpoint Partners

Location:United States, EST, PST

Languages:English

Seniority level:Senior, 3-5 years

Experience:3-5 years

Skills:

SQLMicrosoft ExcelDocumentationAnalytical SkillsProblem SolvingAccountingAttention to detailOrganizational skillsWritten communicationComplianceBookkeepingResearchVerbal communicationReportingClient relationship managementData entryRelationship management

Requirements:

3-5 years of DB and DC retirement plan administration experience, preferably in a TPA environment.
Working knowledge of the Datair system preferred.
Proven ability to accurately and efficiently perform valuation and trust accounting/asset reconciliation work.
Strong knowledge of IRS and DOL regulations, requirements, and filings.
Ability to analyze plan documents and recommend plan design or compliance updates.
Strong organizational skills with the ability to work independently and manage multiple priorities.
Proficiency in Microsoft Excel, Word, and Outlook.
Excellent written and verbal communication skills.
Ability to maintain confidentiality and demonstrate professionalism at all times.

Responsibilities:

Independently manage full-cycle administration for approximately a book of small DB/DC combo plans.
Interpret and communicate actuarial valuation results and issues with actuaries and clients.
Prepare annual valuation packages, including valuation reports, funding notices, certifications, IRS Forms 5500, 5330, 8955-SSA, and PBGC premium filings.
Conduct and review annual nondiscrimination testing for DB, Cash Balance, and combo plans.
Design and update plan provisions for existing and prospective clients.
Calculate projections, contributions, and participant distributions; review related forms and documentation.
Review and ensure accuracy of all reports, disclosures, filings, and communications sent to clients or government agencies.
Research and resolve technical or regulatory issues.
Maintain proactive, client-focused communication and provide guidance on compliance requirements.
Participate in continuing education.