Retirement Plan Support Specialist – TPA/DPS
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Job Description
Provide daily support for Retirement Plan Client and Technical consultants. Managing and administrating retirement plans and trust accounts across multiple states in the US.
Responsibilities:
- Provide daily support to Retirement Plan Client and Technical consultants to administrate retirement plans and trust accounts for clients.
- Communicate directly with internal teams in the above capacity.
- Prepare Trust Accountings, Reconcile Financial Data, and Import Data.
- Publish Form 5500 for client signature, and 8955-SSA. Complete of Form 1099R and 5558. Assist Retirement Plan Compliance Consultant in preparation of Form 5330 for client signature.
- Coordination of annual compliance needs to include: generate & import Employee Census Files, prepare and review output to ensure information provided meets the need of each individual retirement plan.
- Administrative Processing Distributions, Hardships, Loans etc.
Requirements:
- Associate degree and one (1) year related experience or an equivalent combination of education and experience.
- Ability to read and interpret documents such as procedure manuals and technical procedures.
- Ability to write routine reports and correspondence.
- Ability to communicate effectively with both internal and external contacts.
- Ability to prepare excel spreadsheets, reconcile numbers, and analyze financial data.
- Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- Must have knowledge of advanced Microsoft Office applications, especially Word, Excel, Access and the ability to develop application software skills provided by internal training, within a reasonable time as determined by the Manager.
Benefits:
- Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.
- Parental Leave : Six weeks of paid leave at 100% of your salary.
- Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
- Dental and Vision Coverage : Ensuring your overall health and well-being.
- Flexible Spending Accounts : For healthcare and dependent care expenses.
- Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.
- Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.
- Voluntary Benefits : Including hospital, accident, and critical illness coverage.
- Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
- Adoption Assistance : Supporting your growing family.
- Tuition Reimbursement : Invest in your education and career growth.
- Employee Assistance Program (EAP) : Access to support and resources.
- Financial and Banking Services : Various benefits and financial planning assistance .
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