United States onlyLOCATION: Remote U.S. locations
OVERVIEW
This position assists the efforts of the managed services team in providing compliance administration services for defined contribution plans (401k, 403b, Money Purchase, etc). The position will be tasked with all aspects of plan administration from validating census data, compliance testing, trust accounting, asset reconciliation, through the completion of the Form 5500 while communicating with the customer throughout the process. Additional responsibilities include working with other members of the ftwilliam.com team on various tasks within the software.
The position requires an independent self-starter with strong attention to detail and the ability to work collaboratively in a team environment. ftwilliam.com compliance module experience is highly preferred.
DUTIES & RESPONSIBILITIES
This position entails the following:
- Census data validation and annual questionnaire review
- Review and track plan document provisions, restatements and amendments
- Perform annual data scrub, testing, and track participant balance using the ftwilliam.com compliance module
- Perform Trust Accounting
- Calculate Employer contributions accurately and timely
- Create and complete Form 5500 and other applicable forms and schedules
- Create valuation packages for customer review
- Assist with training of junior staff members
- Provide prompt and professional customer responses
- Identify RMD eligible participants
- Meet regularly with the managed services team to solve problems and improve processes
QUALIFICATIONS
Education: Bachelor’s Degree; or equivalent experience
Experience:
- 3+ years experience with retirement plan administration
- Knowledge of regulations and legislation affecting plan documents
- Proven ability to communicate complex concepts to internal staff and clients
- Prior experience managing a case load is preferred
Other Knowledge, Skills, Abilities or Certifications:
- ASPPA or NIPA credentials preferred
- Ability to communicate technical concepts to technical and non-technical audiences
- Demonstrates good oral and written communication skills
- Ability to perform work independently with minimal supervision and to exercise sound, independent judgment, and discretion
- Proficiency in MS Office products such as Excel, Word, Outlook, and other typical business software applications
- ftwilliam.com software experience preferred
- Ability to manage multiple concurrent projects
- Analytical and problem-solving skills
- Demonstrated aptitude for learning new technologies and processes
TRAVEL: minimal
Italy only
