DC/DB Retirement Plan Administrator

4 weeks ago


Chicago, United States CPS Full time

Daily communication with Plan Sponsors via email, phone calls, and GoToMeetings Eligibility Determination Allocations, Reconciliations, and Terminations of plan experience are necessary. Preparation of Forms 5500-SF and 8955-SSA and other government forms Reconciliation of trust assets Plan Document amendments and restatements as needed Annual knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing Working knowledge of Cash Balance Plans Contribution Calculation Clearly communicate combo plans to clients/advisors etc. Ideal Candidate has: At least 2 years of retirement plan administration experience No designations are required but they are always appreciated. Experience in Defined Contribution and Defined Benefit plans will be considered Experience in 100 plans or less. A proven track record of accurately and efficiently performing valuation and trust accounting work for retirement plans Strong organizational skills and the ability to work independently Proficiency in Excel, Word, and Outlook Ability to work within stringent deadlines that sometimes require extra hours during our busy season Ability to handle duties with confidentiality and extreme professionalism Login

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