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Retirement Plan Administration Assistant

4 months ago

Fort Worth, United States Franfund Inc Full time
Job DescriptionJob DescriptionFranFund, Inc. is a growing financial services company, and were searching for a Retirement Plan Administration Assistant. This role is an entry-level position within the Third-Party Administration Department. Each Associate works directly with a senior administrator to learn aspects of retirement plan administration, compliance, and accounting.

About You


You enjoy a challenge and have an aptitude for math and logic. You enjoy helping customers and take pride in delivering quality work. You enjoy learning and improving your skills.

About Us


FranFund is headquartered in Fort Worth, TX, and is a leading franchise and small business funding provider. We help businesses get their doors open and then get bigger. Its a big job, and we need people with big goals, big ideas, and big hearts to do it. Our team is small but mighty. We work hard to get the job done but take time to incorporate fun to help us stay connected and energized.

At FranFund, you will learn about a dynamic industry, while having the opportunity to make contributions from day one. Our teamwork-focused culture encourages collaboration, creative problem-solving, and delivery of top-notch services.

What Youll Be Doing


Maintain a designated number of 401(k) Plans

Initiate and respond to basic client communication and inquiries

Document all plan transactions during the year (loans, distributions, rollovers, contributions)

Perform annual review process for all assigned plans

- Prepare plan financials and 5500 with all schedules

- Determine eligible employees based on census

- Prepare and send work product

- Invite clients to electronically sign 5500 and follow-up as needed

Gather, record, and track receipt of all year-end documents

Other projects and duties as needed

Knowledge & Skills


Advanced typing and data entry skills

Proficiency in Microsoft Office Suite with intermediate to advanced skills in Excel

Strong analytical and mathematical skills

Work well in a high-volume production environment

Demonstrate critical thinking abilities and exercise judgment when needed

Excellent customer service skills with high attention to detail

Prioritize workload based on department requirements and customer needs

Ability to multi-task in other areas of the unit

Positive attitude and team-oriented

3+ years financial industry experience

Retirement Plan industry experience is a plus

Benefits & Perks


Competitive salary, PTO, and paid holidays

Robust medical benefits with generous employer contribution

Dental, Vision, Short-Term Disability, Long-Term Disability, Life/AD&D Insurance plans

Medical and Dependent Care Flexible Spending Accounts (FSAs)

401(k) Plan with employer contribution

Continuing Education opportunities (QKA certification, ASPPA membership, etc.)

We are proud of our Mission & Values and live by them daily:


Mission: Providing opportunity to business owners and their employees in a reputable and responsible manner.

Values: A Tradition of Winning Results

  • Model excellence- We are courageous, high performing problem solvers powered by industry expertise, grit, and accountability. We are continuously evolving, improving, and exceeding expectations.
  • Embrace relationships - We are a people-driven company with deep internal and external relationships. We demonstrate fierce commitment through teamwork, trust, authenticity, and unparalleled communication.
  • Expedite quality - We operate with urgency, never sacrificing quality or integrity. Were trusted to do it right every time and we do.
  • Choose positivity- Attitudes are a choice. We strive to be kind, caring and optimistic. We turn obstacles into opportunities.
  • Celebrate success- Work hard. Have fun. Win. Make history. Recognize those who make each victory possible.