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Retirement Plan Administrator / Specialist

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The Pension Company

2021-12-03 14:50:35

Job location Boca Raton, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

The Pension Company is a Third Party Administration firm located in Boca Raton, Florida. We are currently looking for an experienced Retirement Plan Specialist. Please note that this is an "in office" position. Some remote work may be considered for the right candidate.

Responsibilities to include, but not limited to:

  • Review of census data / determine eligibility
  • Preparation of Annual Administration Reports for Clients
  • Contribution calculations / allocations
  • Compliance / non-discrimination testing
  • Preparation of form 5500 and related schedules
  • Preparation and interpretation plan documents
  • Distributions
  • Preparation of Participant Loan Documents
  • Communicating with Clients
  • Employer Vesting Calculations
  • Reconciliation of plan assets and participant loans

Qualifications:

  • 2+ years of full retirement plan administration experience working with Defined Contribution Plans and Defined Benefit Plans
  • Advanced knowledge of Microsoft Excel
  • Working knowledge of retirement plan systems for administration documents (FTWilliams & Ascensus), and government forms (FTWilliams, FIS Relius applications preferred)
  • Detail oriented and independent person with excellent accounting, problem solving and organizational skills
  • Communicate effectively (verbally and in writing)
  • Ability to prioritize and manage multiple tasks to achieve results
  • Strong interpersonal and customer service skills
  • Time management capabilities
  • A Dedicated, motivated, self-starter with a positive attitude
  • Must be a Team Player

Job Type: Full-time

Pay: $15.00 - $30.00 per hour

Physical Setting:

  • Office

Schedule:

  • Monday to Friday
  • Weekend availability

Ability to commute/relocate:

  • Boca Raton, FL 33486: Reliably commute or planning to relocate before starting work (Preferred)

Education:

  • Associate (Preferred)

Experience:

  • Financial concepts: 2 years (Preferred)

Work Location:

  • One location

Work Remotely:

  • No

Work Location: One location

Inform a friend!

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