Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Retirement Plan Administrator

Expired Job

Cps, Inc. Charlotte , NC 28201

Posted 2 months ago

The Retirement Plan Administrator will act as the single point of contact for a group of existing Retirement Plan Services clients. Must be familiar with all aspects of plan administration including required testing, Form 5500 preparation, and plan design, and regulations related to the retirement plan.
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.

Performs all facets of daily plan administration including processing of contributions, loans, distributions, hardship withdrawals, and QDROs.
Consistently provides a high level of customer service in terms of response rate and problem resolution.
Performs nondiscrimination and other testing and providing strategic alternatives for correction of failures and presents options to improve future nondiscrimination test results.
Prepares signature ready Forms 5500 and other government fillings.
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.
Reviews, interprets and maintains the legal plan documents in order to assist clients in ensuring plan compliance with current IRS/DOL regulations.
Remains current with the laws and regulations for retirement plan administration.
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.

Desired Skills and Experience
ASPPA Credentials are always appreciated
Bachelor's degree or an equivalent combination of education, training, and experience.
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.
Excellent written and verbal communication skills are required to ensure the daily projection of a professional customer-focused image.
Must be a team player but also work well independently, have a strong ability to problem solve and must pay close attention to detail.


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
R0004082 401(K) Plan Compliance Administrator (Remote Opportunities Available)


Posted 3 weeks ago

VIEW JOBS 10/26/2018 12:00:00 AM 2019-01-24T00:00 Description Position Summary Serves both internal and external customers analyzing Employee data to perform actuarial valuations of corporate retirement, pension and profit sharing plans. Calculate participant benefits, plan costs, test for non- discrimination requirements for tests such as: 410(b), 415, Top Heavy etc. Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned * Understand and apply Plan Document provisions. * Calculate maximum deductible contributions for all DC plans, including new comp. * Prepare 401(k) non-discrimination testing and other tests such as 410(b), 415, 401(a)(4), 414(s) and Top Heavy etc. * Perform annual valuations including calculation of eligibility, calculation and allocation of contributions, forfeitures, and earnings. * Prepare cost estimates, projections and other special studies. * Calculate benefits and minimum distribution for plan participants. * Review submitted data and prepare request for additional information. * Practice within the current administrative procedures and help redefine them in order to secure a "best practice" system. * Must process work in accordance with Company standards including the use of proprietary CRM. * Upon discovery of potential liability issue(s), immediately notify Director of Operations. * Perform special projects requested by Director of Operations. * May be involved in training procedures for other employees. * Keep abreast of developments and changes in laws and regulations by research and reviews of professional reports and publications. Experience, Skills, Knowledge Requirements * Position requires substantial knowledge of government laws and regulation dealing with qualified retirement plans.. * Analytical abilities and mathematical aptitude. * Formal knowledge including courses in the pension field are helpful. * ASC experience preferred. * Educational background should include a Bachelor of Science or Bachelor of Arts degree with an emphasis in mathematics, accounting or actuarial science. * Formal courses in pension field are helpful and encouraged. * ASPPA QKA preferred We are proud to be an Equal Opportunity Employer Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college. Ascensus Charlotte NC

Retirement Plan Administrator

Expired Job

Cps, Inc.