Sr. Plan Administrator

NFP•Telecommuter, TX

11d•Onsite

About The Position

This position provides direction to plan sponsors to design and maintain a qualified plan to meet client needs. Also serve as a technical resource for research and plan analysis projects for both internal and external clients.

Requirements

Bachelor’s degree in a specialized field such as business administration, business analytics, mathematical economics, finance, and/or other related fields of study. Experience in lieu of degree will be considered.
Three (3) to five (5) years of directly related work experience in the field of retirement plan administration and consulting.
Possession of professional credentialing including but not limited to: American Society of Pension Professionals (ASPPA) Qualified 401k Administrator (QKA), Qualified Plan Specialist (QKS), Qualified 401k Consultant (QKC) and/or Qualified Pension Administrator (QPA) designations
National Institute of Pension Administrators (NIPA) Accredited 401(k) Specialist (AKS), Accredited Pension Administrator (APA) and/or Accredited Pension Representative (APR)
Internal Revenue Service (IRS) Enrolled Retirement Plan Agent (ERPA)
National Association of Pension Advisors (NAPA) Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC)
Strong working knowledge of Microsoft Excel, Outlook, and Teams would be extremely beneficial to success in the position.
Effective oral, written and interpersonal communication skills.
Proven organizational and problem-solving skills.
Communicate interactively with team members and other support staff.
A sense of urgency and a commitment to timely completion of projects.
Attention to detail along with a commitment to quality and confidentiality.
Demonstrate ability to provide quality customer service and manage multiple tasks simultaneously with a high degree of accuracy.

Nice To Haves

FT Willliam Administration and PensionPro software experience preferred.

Responsibilities

Perform retirement plan administration and consulting with a block of clients A-Z
Plan Administration for block of defined contribution retirement plans
Review, process and/or approve participant distribution and loan requests
Reconcile trust assets and contribution
Assist clients and participants with navigation of plan sponsor and participant secure recordkeeping portals
Perform non-discrimination and compliance testing
Calculate and allocate employer contributions
Consult with client regarding timely deposit/remittance of deferrals and employer contribution
Complete, review, provide audit support for and file appropriate government forms 5500, 5330, 8955-SSA, 1099-R, and related schedules
Develop effective working relationships with clients, internal and external advisors, recordkeepers and auditors supporting those mutual client relationships
Ensure clients adhere to Government filing and regulatory requirements
Assist with drafting of prototype plan documents and amendments that meet requirements of plan sponsor and their advisors and recordkeeping partners
Review, analyze and summarize data in succinct, clear and written communication using Microsoft office tools to support our Advisors, Consultants and Plan Administrators
Maintain and expand ERISA compliance and software knowledge
Comply with continuing education requirements; participate in professional organizations, independent study, etc.
Integrate new knowledge and skills into daily work and share with colleagues as appropriate.
Recognize opportunities for new business development
Ability to work both independently and in a team environment with a positive attitude, proactive mindset, and entrepreneurial spirit
Other duties as needed to support clients, team members, internal partners and external vendors, advisors and auditors