RETIREMENT PLAN ADMINISTRATOR
Westchester, IL 60154 US | Fully Remote TELECOMMUTE US
Job Description
DEFINED CONTRIBUTION PLAN ADMINISTRATOR (REMOTE)
$65,000 - $85,000
Join a team of dedicated plan administrators by managing your own caseload of Defined Contribution plans.
- Perform allocations, reconcilations and plan terminations
- 5500 form filing
- Non-discrimination testing (ADP, ACP, Top Heavy, 415L, etc.)
- Review/interpret Plan Document, amendments, notices and SPD's
- Analysis of Census
- Loan calculations
#401k #definedcontributions #planadministrator #retirementplanadministrator
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Job Requirements
Defined Contribution Plan Administrator (Remote)
- A minimum of 3 years of comprehensive experience in Defined Contribution (DC) plan administration
- Extensive expertise in ERISA compliance and regulatory matters
- ASPPA certifications (such as QKA, QPA) are highly desirable, or a demonstrated commitment to acquiring these designations
- Experience with Multiple Employer Plans (MEP) is advantageous but not essential
- Proven track record of surpassing established goals, with financial incentives for achieving targets
- Exceptional organizational skills
- Strong verbal and written communication skills, particularly in interactions with Plan Sponsors
- Proficiency in Microsoft Excel
- Experience with retirement plan recordkeeping software (experience with FT William is beneficial but not required)
- Collaborative team player with a dynamic mindset, receptive to feedback, and a quick learner
- Positive attitude with a profound passion for the Retirement Services industry
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Meet Your Recruiter
Kristine Fornek
Senior Executive Recruiter / Market Specialist
SPECIALTIES: All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.
The levels of candidates that I place include Plan Administrators, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-Level Executive positions. We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.
I’M IN THIS BUSINESS BECAUSE: I truly enjoy building relationships with both my clients and my candidates. There’s no better feeling than fostering strong partnerships with my clients to aid them with their hiring needs or helping someone realize their goals by assisting them in advancing their career. I LOVE making those connections!
HOBBIES: Golf, travel, cooking, stained glass artisan, mosaics, pottery, oil painting, volunteering, active with church.