401k & DC Associate

2 weeks ago

Fort Myers, United States Planned Retirement Consultants & Administrators LL Full time
Job DescriptionJob DescriptionDescription:

For over 40 years our professionals have provided companies with recordkeeping, administration, and actuarial services for their retirement plans. Planned Retirement Consultants & Administrators, LLC provides services to more than 1,500 plans in 30 states ranging in size from one to thousands of employees.


PRC&A is a full-service actuarial consulting firm providing Third Party Administrative (TPA) services to 401k and Defined Contribution plans, as well as, Actuarial Services to Defined Benefit plans.


POSITION: Retirement Plan Assistant

TYPE OF JOB: Full Time

LOCATION: in-office Fort Myers, Florida


RESPONSIBILITIES: This role will support our Defined Contribution and Defined Benefit Plan Administrators by:

  • handling loans and distribution requests (including force outs),
  • prepare plan amendments,
  • prepare termination amendments,
  • DATAIR importing of census data,
  • packaging of annual valuations,
  • prepare 1099Rs,
  • utilize the Form 5500 Checklist,
  • follow up with clients for census and asset data,
  • review client census data

Plans include 401(k), Profit Sharing, Defined Benefit, Cash Balance, & Combo


Prioritize activities and manage time to provide quality client service effectively and efficiently to your assigned plan block

Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.)


Responsible for protecting, securing, and proper handling of all confidential data held by PRC&A to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to PRC&A or our clients


Develop effective working relationships with team and internal departments to provide effective service for our clients

Provide effective and timely verbal and written communication in a clear, concise, and informative manner to clients and financial advisors


Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and PRC&A business.



BENEFITS

Our employees enjoy benefits that make them more productive and contribute directly to the development of their professional skills. At PRC&A, we want to be able to attract the best of the best and encourage our employees to continuously learn and grow On top of an exciting, friendly, and intellectually challenging workplace, we offer:

  • Health, dental and long-term disability benefits
  • Hybrid work schedules
  • Retirement plan
  • Generous PTO

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Planned Retirement Consultants & Administrators, LLC currently or in the future.


Planned Retirement Consultants & Administrators, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.


This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.


HOW TO APPLY

Applicants should email their resume along with salary requirements to info@planned­-retirement.com with “Retirement Plan Assistant" in the subject line

Requirements:
  • 0 to ­2 years of pension administration or related experience
  • Knowledge of DATAIR and/or ASC software is a plus
  • Proficient with Microsoft Office Word & Excel
  • Possess strong time management, organizational, problem solving, customer service and communication skills
  • Able to work well under pressure with multiple priorities and meet deadlines while maintaining a strong attention to detail


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