3(16) Retirement Plan Administrator

Job description

OVERVIEW

We're ForUsAll, a San Francisco-based financial technology company with an office in Scottsdale, AZ. We assist hard-working Americans to gain access to 401(k) plans. Founded by experts who transformed the 401(k) for Fortune 500 companies, we're backed by prominent venture capital and financial technology veterans who share our vision of bringing that expertise to small and mid-size companies.

YOUR OPPORTUNITY

We're growing our Compliance Team! ForUsAll is the place and Retirement Plan Administrator is the role! This is an exciting opportunity to learn the inner workings of a fintech advisor with substantial growth potential. The ideal candidate has significant TPA experience, is client services-oriented, dedicated, and has a strong understanding of DOL and IRS regulations. You will be part of a team of highly motivated, mission-driven, individuals who are responsible for ensuring that the plans on our platform comply with all IRS and DOL regulations.

DAY TO DAY:

• Act as the authority on DOL guidelines and regulations for plan administration
• Supervise Compliance Associates who will review and approve plan distributions
• Be the subject matter expert and partner with our Software development team to help build tools to automate plan administration and compliance
• Work with other members of the team to oversee plan administration for our clients
• Prepare plan calculations for employer contributions taking including new comparability and plan cross testing
• Review and approve IRS mandated testing for defined contribution plans performed by record keepers and third party administrators
• Recommend correction method and/or plan design changes in order to achieve client goals for the plan
• Act as liaison and perform annual oversight of compliance packages, including non-discrimination testing and Tax From 5500 filings, provided by vendors
• Assist in preparing amendments, as well as other filings, on behalf of our clients
• Effectively explain plan designs and address questions to ensure our clients fully understand their individualized plans
• Other administrative projects as needed

QUALIFICATIONS

• 5+ years of experience In Retirement Plan Administration
• ASPPA or NIPA credentials preferred
• Experience with FT Williams software a plus
• Undergraduate degree from a 4-year college required
• Meticulous attention to detail.
• Exceptional written, oral and interpersonal skills, and the ability to effectively interface with clients.
• Desire to function as part of a team with the ability to self-motivate to meet client demands.
• Ability to handle multiple assignments simultaneously and meet deadlines in a fast-paced environment

CAREER PROGRESSION

Success in this role means you'll be given more freedom to explore various directions for our product and the opportunity to achieve ASPPA or NIPA credentials.

ForUsAll is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal opportunity regardless of race, color, ancestry, religion, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, martial status, disability, or Veteran status and operate in compliance with the San Francisco Fair Chance Ordinance.