DC/DB Retirement Plan Administrator

3 weeks ago


Chicago, United States CPS Full time

Daily communication with Plan Sponsors via email, phone calls, and GoToMeetingsEligibility DeterminationAllocations, Reconciliations, and Terminations of plan experience are necessary.Preparation of Forms 5500-SF and 8955-SSA and other government formsReconciliation of trust assetsPlan Document amendments and restatements as neededAnnual knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testingWorking knowledge of Cash Balance PlansContribution CalculationClearly communicate combo plans to clients/advisors etc.Ideal Candidate has:At least 2 years of retirement plan administration experienceNo designations are required but they are always appreciated.Experience in Defined Contribution and Defined Benefit plans will be consideredExperience in 100 plans or less.A proven track record of accurately and efficiently performing valuation and trust accounting work for retirement plansStrong organizational skills and the ability to work independentlyProficiency in Excel, Word, and OutlookAbility to work within stringent deadlines that sometimes require extra hours during our busy seasonAbility to handle duties with confidentiality and extreme professionalismLogin to save this search and get notified of similar positions.Related Jobs: Salaried Financial Advisor / Retirement Plan Sales ConsultantPortland, OR Retirement Plan Consultant Remote or in Denver, CODenver, CO Commercial Lines Insurance Account ExecutiveDallas, TX Login to save this search and get notified of similar positions.#J-18808-Ljbffr

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