401(k) Plan Administrator
November 5
Description
• Responsible for daily plan administration and implementation of new plan procedures • Primary contact for clients • Develop and implement plan procedures • Conduct Eligibility Determination • Perform Contribution Calculations • Complete Compliance Testing • Prepare Form 5500 • Manage caseload of 50-75 clients • Manage client communication regarding plan operation • Maintain excellent client relationships by promptly responding to client requests • Performing other duties as assigned
Requirements
• Minimum 3-5 years of retirement plan experience • Qualified 401(k) Administrator (QKA) designation recommended • Knowledge of benefit plans and operations • Plan Design experience a plus • Plan Document Drafting experience a major plus • Excellent written, oral, and interpersonal communication skills • Strong analytical skills with extreme attention to detail • Ability to handle several tasks simultaneously and to work under tight deadlines • Must be proficient in Office applications – Outlook, Excel, Word
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