Job Description

JOB SUMMARY

The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for FinDec's clients. This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of FinDec's clients driving client experience.

DUTIES & ESSENTIAL JOB FUNCTIONS

• Responsible for all services related to Defined Contribution (DC) plans for both daily valuation and balance forward platforms
• Census data validation and annual questionnaire review
• Review and track plan document provisions, restatements and amendments
• Perform annual data scrub, testing, and track participant balance using the compliance module
• Perform Trust Accounting
• Calculate Employer contributions accurately and timely
• Create and complete Form 5500 and other applicable forms and schedules
• Create valuation packages for customer review
• Provide prompt and professional customer responses
• Identify RMD eligible participants
• Meet regularly with the Relationship Manager Team to solve problems and improve processes
• Various ad-hoc other duties as required

QUALIFICATIONS

• Bachelor's Degree from an accredited college or university, finance, and business-related fields preferred
• Client first attitude with utmost honesty and integrity
• Broad knowledge of company sponsored benefit plans and
• Able to lead review meetings with clients and prospects
• Detail-oriented, accurate, organized, able to set priorities
• Strong written and verbal communication skills
• Self-starter takes initiative
• Team player, collaborative, ready to work with and through others
• Ability and desire to work in a dynamic and fast-paced environment
• Proficiency with Word, Excel, PowerPoint, and Outlook
• Ability to adapt and learn investment and CRM related computer software

REQUIRED

• Five years experience with retirement plan administration
• ASPPA credentials which may include Qualified 401(k) Administrator (QKA)
• Able to learn/work with DGEM's, ASC, Schwab Retirement Technology (SRT) and Salesforce Platforms

PHYSICAL REQUIREMENTS/WORK ENVIRONMENT

Work is primarily sedentary in nature, no special demands are required. The corporation has multiple regional offices which may require travel to the locations. FinDec Wealth Services, Inc.

Job Tags

Similar Jobs