Retirement Plan Administrator

January 13

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The Workplace Advisors

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The Workplace Advisors is a human resources consulting firm that specializes in helping businesses navigate workplace challenges to foster growth. With expertise in areas such as HR compliance, recruitment, employee engagement, and professional development, The Workplace Advisors offers tailored solutions that support organizations in achieving their goals. Their team of HR professionals works collaboratively with clients to implement effective strategies that enhance workplace culture and employee retention.

HR Policies & Procedures • Recruiting, Placement and Compensation • Organization and Employee Development • Behavioral Testing and Assessement • HR Support

2 - 10 employees

Founded 2010

👥 HR Tech

🤝 B2B

📋 Description

• This is a remote position. • Company: Established in 1995, Benefits Administrators has earned the loyalty and trust of hundreds of businesses, associations, and boards and their financial advisors. • With over 900 clients, including retirement plans of one participant to as many as 14,000 participants, Benefits Administrators is a trusted partner for investment managers, brokerage firms, trust companies, and banks. • Every client relationship is a partnership in which we work together for mutual success. • The personal assistance clients receive comes from years of advanced training, technical experience, and financial acumen. • If you are a high-energy, self-driven individual looking for a career home in a dynamic, fast-moving organization; we should talk! • Responsibilities: The candidate must: Manage all aspects of client administration for 75-80 assigned accounts • Answer client calls and correspondence regarding retirement plan administration • Complete annual trust accounting and plan valuations including Form 5500 and all required schedules • Perform top heavy, 401(k), 401(m), 410(b), and 415 tests • Calculate employer contributions, determine participant eligibility and allocate earnings and contributions, and review all plan distributions • Resolve any plan, transaction, and/or distribution issues by clarifying, determining the root cause, selecting and explaining the best solution, and expediting correction or adjustment; following up to ensure resolution • Display a positive, helpful attitude to help create a friendly environment for clients and co-workers • Ensure the growth of the business and be committed to the company’s success

🎯 Requirements

• Have 2 or more years of retirement plan administration experience • Hold a Bachelor’s Degree or comparable professional work experience • Possess strong financial acumen and the ability to put accounting principles into practice • Demonstrate strong customer focus and an excellent phone manner • Have the ability to solve complex problems without direct supervision • Have strong attention to detail, organization, multi-tasking, and follow-up skills • Demonstrate superior interpersonal, written, and verbal communication skills • Thrive in a team environment and be a positive team player • Have technology and computer proficiency in Microsoft Office and Relius software • ASPPA or NIPA designation strongly preferred