Pittsburgh area investment advisory group is in need of a (Remote) Retirement Plan Administrator. The selected candidate will be a positive, self-motivated individual that will be responsible for an assigned caseload of 401(k) Plans.
Responsibilities to include:
Overseeing all facets of Plan administration and annual compliance testing of qualified plans which includes, but not limited to:
· Prepare, interpret and analyze the Plan Document
· Data Collection and determination of Plan eligibility
· Annual Nondiscrimination testing
· Preparation of Form 5500 reports
· Calculate contribution scenarios for Plan sponsors
· Trust accounting and reconciliation
· Preparation and review of participant loan and distribution packages as needed
· Response to administrative questions from clients and advisors
· Tracking and monitoring of job progress to meet compliance deadlines
Requirements:
· Minimum of 1 year of plan administration preferred but not required
· College degree or comparable professional work experience
· Ability to multi-task; strong organizational skills, attention to detail
· Superior communication and interpersonal skills with clients and co-workers
*NOTE: Must live within manageable travel area for occasional in office staff meetings.
To apply for this job email your details to pancoaststaffing7@gmail.com
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