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Retirement Plan Administrator

4 weeks ago

Worthington, United States The Pension Design Group,LLC Full time

The Pension Design Group is a third-party administration firm performing Defined Contribution & Cash Balance services for small to mid-size employers. PDG is looking for a full-time retirement plan administrator to work with clients and Financial Advisors closely to service their retirement plan administration needs.


The ideal candidate would have knowledge of retirement plans, an understanding of compliance testing and the ability to perform accurate contribution calculations. At a minimum the candidate must have strong math skills, strong verbal and written communication skills, and a possess a great attention to detail.


Responsibilities:

  • Responsible for all aspects of valuation reports, participant statements, and annual testing
  • Perform annual compliance testing including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g)
  • Prepare Form 5500 and schedules
  • Assist clients in meeting all IRS and Department of Labor deadlines
  • Maintain up-to-date knowledge of present legislation and proposed legislative changes regarding ERISA law through self-study and company-sponsored training sessions. PDG will provide all necessary training and cover the cost associated with obtaining industry credentials.

 

Qualifications:

  • Ability to read and understand complicated legal documents
  • Excellent decision-making, and problem-solving skills
  • Strong organizational and research skills
  • Excellent written/verbal and mathematical skills
  • Attention to Detail
  • Proficient in Microsoft Office

 

PDG has a very competitive benefits package, including:

  • 401(k), eligible as of the first day of employment.
  • Profit Sharing, eligible after six months of employment.
  • Safe Harbor 3% non-elective contribution, eligible after one year of employment.
  • 60% of Health & Dental Insurance paid, eligible as of the first day of employment.
  • $10,000 Life Insurance Coverage with the option to purchase an additional $60,000.
  • Paid Holidays, PDG follows the NYSE Holiday Schedule.
  • Paid Time Off. 10 days of PTO (pro-rated in the first year), plus one additional day each employment anniversary, up to a maximum 21 days.
  • Costco or Sam’s Club membership.
  • Charitable Contributions matched, currently up to $100 annually.