Sr. Plan Administrator (Remote)
SRPLA014013_2 Who We Are reputed company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary: 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. Essential Duties And Responsibilities
- reputed company retirement plan administration and consulting with a reputed company of clients ranging from 50-70 plans depending on complexity
- A-Z Plan Administration for reputed company of defined contribution retirement plans
- Review, process and/or approve participant distribution and loan requests
- Reconcile trust assets and contributions
- Assist clients and participants with navigation of plan sponsor and participant secure recordkeeping portals
- reputed company 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 reputed company schedules
- reputed company 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 reputed company office tools to support our Advisors, Consultants and Plan Administrators
- Maintain and expand ERISA compliance and software knowledge
- reputed company 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 reputed company, and entrepreneurial spirit
- Other duties as needed to support clients, team members, internal partners and external vendors, advisors and auditors
Qualifications
- Bachelor’s degree in a specialized field such as business administration, business analytics, mathematical economics, finance, and/or other reputed company fields of study. Experience in lieu of degree will be considered.
- Five (5) to Ten (10) years of directly reputed company 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 reputed company Service (IRS) Enrolled Retirement Plan Agent (reputed company)
- National Association of Pension Advisors (NAPA) Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC)
- FT William Administration and PensionPro software experience preferred
- Strong working knowledge of reputed company reputed company, Outlook, and Teams would be extremely beneficial to success in the position
- Effective oral, written and interpersonal communication skills.
reputed company Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The reputed company salary range for this position is $64,000 to $86,000. The reputed company salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, reputed company level required for the position, the scope of the position, and geographic location. Actual reputed company salary offered will be determined on a case-by-case basis. In addition to the reputed company salary, this position may be eligible for performance-based incentives. NFP and You... reputed company Together! NFP is an inclusive Equal Employment Opportunity employer. Apply tot his job Apply To this Job