Benefits Specialist

Baker Tilly • New Castle, PA

391d

About The Position

The Benefits Specialist position at Baker Tilly is integral to the Retirement Plan Administration Services Team, focusing on the administration of defined contribution retirement plans such as profit sharing, Solo(k), 401(k), and 403(b) plans. The role involves supporting Benefit Consultants by managing plan census information, financial statements, and various administrative tasks related to retirement benefits.

Requirements

• Bachelor's Degree preferred; experience in lieu of a degree may be accepted.
• 1-3 years' experience in Benefits Administration, Insurance, Customer Service, and/or Human Resource-related fields.
• Proficiency with MS Office, specifically Excel, Outlook, and Word.
• Highly organized with strong analytical skills.
• Strong math aptitude.
• Ability to multi-task and prioritize assignments based on specific deadlines.
• Ability to work with multiple Benefit Consultants.

Responsibilities

• Enter/import and analyze plan census information.
• Obtain and organize plan financial statements from multiple recordkeeping platforms.
• Reconcile contribution and asset information.
• Enter/import contribution/financial information into Plan Administration Software.
• Enter contribution information from payroll report to recordkeeping platform based on clients' specific pay dates.
• Assist in annual contribution calculations.
• Assist in preparation of Form 5500 filings.
• Assist in preparation of Form 5500 filings for Health & Welfare Plans.
• Plan document input.
• Form 1099 and form 945 preparation.
• Prepare and process participant distributions and loans.
• Assist in special projects, as needed.
• Other duties that may be assigned from time to time.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 10,001+ employees