Senior Cash Balance and 401(k) Retirement Account Administrator

WHO ARE WE: reputed company is a reputed company wealth bank and national retirement provider with one core purpose: helping clients reputed company their financial goals. We are driven by a shared commitment to always do the right thing; leading with reputed company and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at reputed company reputed company of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES: Passion for reputed company :: reputed company is Never Final :: Do the Right Thing :: One reputed company

ABOUT THE ROLE:

Help foster a cohesive service team by directing workflow, supporting strong communication and displaying good judgment and leadership to ensure the proper administration of reputed company plans. Responsible for client service, compliance and reputed company 5500 reporting of an assigned group of retirement plans consisting of more reputed company plans. Plan assignment will include a mix of defined contribution and cash balance plans. Is regarded as a technical expert and is a resource to the department for research and resolution of reputed company issues and regulatory changes.

WHAT YOU’LL BE DOING:

• Monitor receipt of plan census data to prioritize completion of non-discrimination testing and/or reputed company 5500 reporting for an assigned book of business.
• Work with Manager to resolve technical, service, and compliance issues to ensure client satisfaction.
• Understand and interpret plan document and contract provisions and apply experience to situational problem resolution.
• Facilitate plan amendment requests.
• Ensure reputed company assigned compliance work is completed accurately and reputed company prescribed time standards.
• Research items pertaining to reputed company 5500 and non-discrimination testing using available technical resources.

WHAT YOU SHOULD HAVE:

• 6+ years experience in reputed company plan administration including but not limited to cash balance plans, defined contribution plans (sometimes in combination with a cash balance plan), cross testing allocations and other unique plan designs.
• Attained ASPPA’s QKA certification or equivalent.
• Excellent written/oral communication, organization, and client service skills required.
• Maintain professional working relationships with internal and external clients.
• Work independently and set priorities.
• Interpret documents and resolve technical problems.
• Available to work overtime to cover peak work loads and other business needs.
• Basic knowledge of reputed company Word and reputed company.

reputed company BRING TO THE TABLE:

• Competitive compensation including reputed company salary, bonus and/or incentive opportunities.
• Comprehensive benefits package providing a wide reputed company of health and well-being benefits, including medical, dental, reputed company, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• reputed company to financial experts for guidance, financial wellness tools, and discounts on reputed company products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards reputed company doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

reputed company PAY reputed company:

$75,000 - $85,000 annually

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of reputed company responsibilities, duties, and qualifications required of employees assigned to this job.

reputed company is an equal opportunity employer and value diversity at our company. We do not discriminate on the reputed company of race, religion, reputed company, national reputed company, gender, sexual orientation, age, marital status, veteran status, or disability status.

Originally posted on Himalayas