Retirement Plan Administrator

A dynamic third-party administrative firm in Jacksonville, FL seeks Retirement Plan Administrators to manage the relationship and administration for 401(k) and Profit-Sharing plans.  Responsible for about 75 client plans; duties include gathering employee census data, annual   non-discrimination testing, 5500 reporting, contribution allocations, processing loans and distributions and interacting with plan sponsors, vendors, and Financial Advisors.  Prior experience with 403(b), DB & CB plans is helpful but not required.  The company offers competitive base salary, medical, dental, paid time off, 401(k), group-term life, flexible spending account, short-term disability, and supplemental insurance options.  This position can be either in office or remote. 

Job Functions, Essential Duties and Responsibilities

The ideal candidate would have experience in the following:

• At least 3-5 years direct industry experience
• Preparing and filing of form 5500 and related documents
• Managing and meeting deadlines
• Handling annual compliance testing related to 401(k) & cross-tested plans
• Good understanding of required participant disclosure notices and related deadlines
• Reviewing and reconciling plan activity and assets
• Communicating with clients - both verbally and in writing
• Working with Microsoft Excel, Word, and Adobe PDFs
• Experience working with Relius ASP, ftwilliam.com, PensionPro a plus

Qualifications

• Knowledge of retirement plan industry, ERISA regulations, and plan documents
• Superior communication, customer service and interpersonal skills
• Strong analytical, organizational and math skills
• Self-motivated; demonstrated ability to work well in a small-business environment
• Ability to organize, prioritize and multi-task
• Industry designations such as CRPC, CRPS, ERPA and/or QKA are strongly preferred

*******************************************************************