Senior ESOP Administrator

November 3, 2024

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Logo of Transition Strategies, LLC

Transition Strategies, LLC

Transition Strategies, LLC is a Philadelphia-based employment law firm that has been effectively advocating for clients for over 20 years. This firm specializes in a wide range of employment-related legal services including discrimination, employment contracts, executive compensation and benefits, severance negotiations, and wrongful termination. Transition Strategies provides strategic advice and representation throughout the employment lifecycle and is committed to securing favorable outcomes for their clients through negotiation and legal advocacy. They also offer HR consulting and job coaching services to help clients navigate complex employment situations and improve performance. The firm is known for its tenacious approach and dedication to delivering results that align with clients' goals and needs.

Employment Law for Individuals • Negotiations • Employment Contracts • Severance Agreements • Crisis Coaching

- employees

Founded 2003

🤝 B2B

📋 Compliance

👥 HR Tech

📋 Description

• Want to use your skills to positively impact a fast-paced, growing business? • Looking to advance your career in an entrepreneurial environment? • We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOPs) and 401(k) Plans. • As a Senior ESOP Administrator, you will be responsible for all aspects of engagement management, including recordkeeping, compliance testing, distributions, and regulatory reporting. • We strongly promote work-life balance with our remote option or on-site at one of our office locations.

🎯 Requirements

• Bachelor's degree required, preferably with a concentration in Accounting, Finance, Math, or Economics • 10+ years’ experience working specifically on ESOP administration including ESOP related compliance testing such as 409(p) testing • Strong technical knowledge of ESOP’s and other qualified retirement plans • Possess or working towards QPA or QKA certification highly desirable • Experience in ESOP plan review highly desirable • Working knowledge of Microsoft Word and advanced level Excel skills

🏖️ Benefits

• medical • dental • vision • life • disability • FSA • HSA with company contribution • 401(k) with company match • parental leave • paid time off • education/association dues assistance

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