Job Responsibilities for 401(k)/Pension Administrator:
· Maintain client relationships on an assigned case load
· Effectively communicate with clients, financial advisors and other professionals
· Effectively and efficiently maintain the case load including but not limited to
· Data collection
· Compliance testing including ADP/ACP, top heavy, 410(b), 401(a)(4), 402(g) and 415 limits
· Form 5500 and other government filing preparation
· Support clients through audits
· Employer calculation contributions (including age-weighted and new comparability)
· Reconciliation of quarterly/annually brokerage account statements and trust reports
· Balance forward recordkeeping and statement production
· Manage benefit processing, including reviewing requests, verifying vesting, and submitting
of loan and distribution paperwork to vendors.
· Answer inquiries from clients and financial advisors.
Qualifications for 401(k)/Pension Administrator:
· Bachelor’s Degree or equivalent experience
· 3-5 years 401(k) plan administration experience required
· Working knowledge of FT Williams software, preferred
· Proficiency in Microsoft Office
· Excellent verbal and written skills
· Knowledge of ERISA regulations and plan documents
· Strong problem solving and analytical skills
· Detail oriented and a positive
· Comfortable working in a structured, fast-paced environment
· Strong interpersonal communication skills, capable of building good working relationships
· Must be organized, self-motivated, strong attention to detail, able to multi-task,
team-oriented
For more information about Legacy, visit our website at http://www.legacyrsllc.com
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
Education:
Experience:
- Retirement Plan Administration: 3 years (Required)
- compliance testing: 3 years (Required)
Work Location: Remote