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Retirement Plan Administrator (Remote)
Company | CPS, Inc. |
Address | Florida, United States |
Employment type | FULL_TIME |
Salary | |
Category | Staffing and Recruiting |
Expires | 2023-10-20 |
Posted at | 7 months ago |
- This is an entirely remote position - location was added to be discovered on job boards***
The Retirement Plan Administrator will develop and demonstrate a basic understanding of retirement plans with the goal of helping our clients manage their retirement plans appropriately.
Responsibilities:
- Prepares signature ready Forms 5500 and other government fillings.
- Reviews, interprets and maintains the legal plan documents in order to assist clients in ensuring plan compliance with current IRS/DOL regulations.
- Works with internal associates, clients, and vendors to ensure accurate and timely response to all outstanding client/plan issues.
- Works with all associates in a manner that fosters mutual respect and teamwork.
- Performs nondiscrimination and other testing and providing strategic alternatives for correction of failures and presents options to improve future nondiscrimination test results.
- Remains current with the laws and regulations for retirement plan administration.
- Effectively communicates the necessary regulatory information and testing requirements to clients in a way that can be easily understood by individuals who are not in the business.
- Consistently provides a high level of customer service in terms of response rate and problem resolution.
- Performs all facets of daily plan administration including processing of contributions, loans, distributions, hardship withdrawals, and QDROs.
- Excellent written and verbal communication skills are required to ensure the daily projection of a professional customer-focused image.
- Excellent customer service skills including the ability to manage client expectations and provide superior follow-up service.
- Advanced working knowledge and understanding of retirement plan administration and associated regulations and IRS tax rules.
- MUST HAVE FT.Williams or Relius
- Must be a team player but also work well independently, have a strong ability to problem solve and must pay close attention to detail.
- ASPPA Credentials are always appreciated
- Bachelor's degree or an equivalent combination of education, training, and experience.
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