We’re seeking someone who has a strong background with qualified retirement plans. Hands on experience doing compliance testing & 5500 form filings.
Duties And Responsibilities
Administration of 401k plans with diverse plan sizes
Interpretation of plan documents & provisions
Compliance testing and government form fillings
Consult with clients as needed
This is a company that empowers employees while embracing technology, supports the pursuit of continuing education, promotes a healthy work/life balance, offers opportunity to grow and management structure that appreciates all employees in all positions.
Requirements:
Ideally ASPPA/NIPA designation or in process
Relius software, strong with EXCEL
Understanding of plan design
Strong understanding of ERISA compliance
This is a company that empowers employees while embracing technology, supports the pursuit of continuing education, promotes a healthy work/life balance, offers opportunity to grow and management structure that appreciates all employees in all positions.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance
Industries
Financial Services
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