Retirement Plan Compliance Administrator
New
B
Bidwell Consulting ServicesRetirement Services
This is a fully remote position and can be performed from anywhere within the United States., All U.S. time zones; preference for Pacific.Full-TimeMiddle
Salary$50,000-$75,000 annually
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Job Details
- Experience
- 2-3+ years
- Required Skills
- Data Analysis
Requirements
- 2-3+ years of retirement plan administration or retirement plan compliance experience.
- Strong understanding of qualified retirement plan compliance and annual administration.
- Experience performing non-discrimination and compliance testing, including ADP/ACP, 415, 414, coverage, and Top-Heavy testing.
- Experience preparing Form 5500 filings.
- Ability to interpret retirement plan documents and amendments.
- Strong analytical, problem-solving, and organizational skills.
- Excellent attention to detail and commitment to producing accurate work.
- Ability to work independently while collaborating effectively within a team environment.
- Experience using CalcAir (Datair) software (preferred).
- Bachelor's degree in Mathematics, Accounting, Finance, or a related analytical field (preferred).
- ASPPA credential (QKA or other designation) or progress toward certification (preferred).
- Experience working in a TPA or retirement plan consulting environment (preferred).
Responsibilities
- Perform annual retirement plan administration and compliance services for qualified retirement plans.
- Complete plan valuations and prepare compliance testing, including ADP/ACP, IRC Section 415, IRC Section 414, coverage, and Top-Heavy testing.
- Review compliance work for technical accuracy, identify potential issues, and recommend corrections.
- Analyze participant census data and calculate employer contributions.
- Analyze and reconcile plan assets.
- Interpret plan documents and amendments to ensure accurate application of plan provisions.
- Prepare and review Form 5500 filings.
- Calculate lost earnings associated with late participant contributions when required.
- Research, analyze, and resolve retirement plan compliance and benefit issues.
- Collaborate with internal Consultants and team members to support compliance needs.
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