What are the responsibilities and job description for the Retirement Plan Administrator position at PRO⦁TEM Legal Solutions?
Remote, Hybrid, or Onsite - Flextime!
Our client is a successful, growing, business financial services firm. We are partnering with them to find a Retirement Plan Administrator to join their professional services team in Cincinnati! This is an in-charge role with an exceptional Firm! Extremely supportive management, convenient walk-to downtown location, free parking, tremendous culture, and more!
Responsibilities :
- Third-party administration for retirement plans
- Assist participants, clients, and brokers with their qualified plans
- Create planning documents (Summary Plan, Plan Documents, Amendments etc.).
- Collecting Census Data and being able to manipulate this data to achieve plan design outcomes.
- Basic Knowledge of Plan Design (Safe Harbor, Profit Sharing, etc.).
- Prepare plan administration reports
- Perform compliance testing
- Administer compliance-related filings
- Help coordinate 5500 filings (preparation NOT required)
- Assist clients with contribution allocations
- Assist clients with participant distributions
Qualifications :
This is an immediate opening. Please APPLY now.