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Boulay logo
Boulay

Helping You Get There

Retirement Plan Administration Manager

AdministrationAdministrationOtherRemoteSeniorTeam 201-500H1B No SponsorCompany SiteLinkedIn

Location

Iowa + 3 moreAll locations: Iowa | Ohio | Minnesota | Virginia

Posted

173 days ago

Salary

$110K - $165K / year

Seniority

Senior

Bachelor Degree6 yrs expEnglish

Job Description

Retirement Plan Administration Manager

Boulay

• Review census information imports and asset information in preparation of all annual testing • Review Forms 5500 and related schedules • Review and delegate trust accounting projects and other related tasks • Review and possibly perform annual compliance testing (i.e. ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing) • Delegate plan administration duties • Possess technical familiarity with plan rules regarding distributions, loans, and hardships • Keep current with laws and regulations • Perform ERISA research relating to employee benefit plans and payroll issues • Review employer contribution calculations using various allocation methods (i.e. pro-rata, permitted disparity, and cross-tested formulas) • Respond to client questions or inquiries • Initiate and manage client communications • Identify and communicate opportunities/issues with superiors • Proactively coordinate, plan, and schedule workflow for effective engagement management • Collaborate cross-departmentally to gather information and resolve client matters • Prepare billing invoices as requested • Act as a trusted and sought-after business advisor to client and peers • Share knowledge, train, and serve as a role model for less experienced staff • Delegate work to less experienced staff based on their knowledge and capabilities • Effectively oversee staff with poise and professionalism during stressful times and peak periods of client work

Job Requirements

  • Bachelor’s Degree in Accounting, Finance, or related field
  • 6+ years of applicable experience
  • Experience with Employee Stock Ownership Plans (ESOPs)
  • QKA or CPA
  • Solid track record of career achievements and work quality
  • Experience with Employee Benefits-specific software
  • Strong technical knowledge of ERISA and IRS regulations pertaining to retirement plans
  • Experience with Forms 5500, 1099-R, and proficiency with preparation
  • Experience with compliance testing (including ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing)
  • ASPPA, CEBS, or NIPA certification(s)
  • Ability to understand and articulate plan document language
  • Ability to articulate complex benefit information to clients and internal personnel
  • In-depth understanding of Employee Benefits trends and issues

Benefits

  • 401(k)
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Tuition reimbursement
  • Vision insurance
  • Work from home

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