Senior Retirement Plan Administrator
About The Position
Are you looking for a great place to grow your career as a Senior Retirement Plan Administrator? At SEK you will find just that, especially if you are... Growth-Oriented: Seeks development opportunities personally, within the firm and their clients. Decisive: Makes well-informed decisions under pressure while applying sound judgement that align to company mission, vision, and values. Innovative: Finds new ways to enhance process efficiency and effectiveness. Analytical & Solution-Oriented: Identifies potential risks and delivers innovative, practical solutions to address them effectively. Articulate & Engaging Communicator: Provides reports and communications in a clear and concise manner while ensuring active listening with team members, clients, and other stakeholders to understand concerns and provide thoughtful, relevant feedback As a Senior Retirement Plan Administrator, you will play a key role in the third-party administration of defined contribution retirement plans. This position involves significant client contact, technical plan administration work, and collaboration with internal team members across offices. This role is open to onsite, hybrid, or remote work.
Requirements
- Bachelor’s Degree in Accounting, Business, or a related technical field.
- 5+ years of experience in the retirement plan or related financial services field.
- Ability to read, understand, and apply technical and regulatory materials.
- Strong attention to detail with the ability to work under pressure and meet deadlines.
- Excellent written and verbal communication skills with strong organizational and multitasking abilities.
- Ability to manage own client book of business while also working collaboratively with other team members to support department and firm growth.
- Proficiency in FT William software, including Compliance and Documents, strongly preferred; Experience with a Relius to FT William transition a strong plus.
- Proficiency in Microsoft Word, Excel and Adobe
- Adaptable, willing to learn, and able to contribute effectively in a remote team environment.
Nice To Haves
- QKA and QKC designations preferred but not required; willingness to obtain if not already achieved. Comparable designations from non ASPPA sources will be considered.
- Business development experience a plus
Responsibilities
- Perform day-to-day retirement plan administration duties, including data entry of new participant enrollments and census data input and validation.
- Complete required compliance testing such as ADP/ACP testing, general nondiscrimination testing, top-heavy testing, and new comparability allocation projections.
- Interpret retirement plan document provisions to ensure accurate administration and compliance.
- Perform trust accounting functions related to retirement plans.
- Prepare Form 5500 filings and required schedules.
- Prepare Summary Annual Reports for plan sponsors and participants.
- Communicate directly with clients and their professional advisors regarding plan administration matters.
- Prepare participant distribution packages, calculate loan limits, and prepare loan documentation.
- Prepare Forms 1099-R as required.
- Assist with department and firm projects on an as-needed basis.
- Work collaboratively with team members while contributing effectively in a remote and multi-office environment.
Benefits
- 3+ weeks of Paid Time Off (PTO).
- Flexible schedules, including half-day Fridays during the summer.
- Paid Family and Medical Leave (up to 4 weeks)
- 11 Paid Holidays
- Dress-for-your-day policy (jeans included).
- 401(k) profit sharing plan.
- Individual medical insurance covered by SEK.
- A culture focused on growth, opportunity, and work-life balance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
11-50 employees
