Senior Defined Contribution Administrator (*REMOTE*)
Milwaukee, WI US | Fully Remote TELECOMMUTE US
Job Description
SENIOR DC ADMINISTRATOR
Looking to add and experienced Senior Retirement Plan Administrator with a minimum of five years of TPA industry experience to our team. You'll be responsible for administering 401(k), ESOPs, profit sharing, and 403(b) plans for small to medium-sized businesses. The role involves handling approximately 70-85 plans and requires expertise in non-discrimination testing, plan documents, tax forms, and more. If you're detail-oriented, independent, and ready to contribute to procedural improvements, we want you on our team!
Qualifications:
- Minimum five years Retirement Administration industry experience in a TPA
- MUST have experience with ASC software
- Should have experience with audit-sized plans
- Bachelor's degree in accounting or similar field
- Proficiency in non-discrimination & compliance testing
- Familiarity with tax forms (5500’s, 5330’s, 1099R’s)
- Experience with plan implementation, conversions, and mergers/acquisitions
- Knowledge of trust accounting and asset reconciliation
- Strong MS Office skills (Excel, Word, Outlook)
- Understanding of payroll contribution processing
- Effective communication skills
- Ability to multitask and work independently
- Positive attitude and team player mindset
- Willingness to contribute to procedural changes
- ASPPA designation(s) a plus (pursuit of designations/ongoing education will be supported)
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.