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Helping You Get There
Retirement Plan Administration Manager
Location
Iowa + 3 moreAll locations: Iowa | Ohio | Minnesota | Virginia
Posted
173 days ago
Salary
$110K - $165K / year
Seniority
Senior
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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