This listing was posted on ApplicantPro.
Retirement Plan Administrator - Level I
Location:
Tucson, AZ
Description:
Pinnacle Plan Design is Growing! We are seeking a proactive and self-motivated Retirement Plan Consultant to join our team! This position is the first in a series of three classifications. It is distinguished from the Level II - Retirement Plan Consultant by preparing annual reports for review, interpreting and reviewing simple plan documents, preparing initial contribution allocations, and obtaining data for the preparation of annual reports. This position also assists the Level II and Level III Retirement Plan Consultants and the Actuaries. Essential Duties and Responsibilities - Initial preparation of annual reporting required on qualified defined contribution and/or defined benefit plans including: A review and interpretation of the plan document specifications and application to the employee/participant; Initial input or import of census information into pension software and initial determination of eligibility and vesting; Prepare initial contribution allocation; Perform non-discrimination testing; Navigate excel testing and plan summary file for comparison to pension software file output; As needed, prepare IRS Forms such as 5330, 5500 series,5558, 5310; As needed, prepare PBGC Forms; Calculate, prepare and/or review Plan distributions including necessary disclosure and election paperwork for terminated or retired participants after performing research on relevant plan provisions; Calculate, prepare and/or review required minimum distributions; Initial reconciliation or review of plan assets and allocation of gain/loss; Follow-up on missing asset information, as needed; Other duties as assigned. - Prepare and/or review various participant disclosures for review and disbursement - Communicate when necessary with client, accountant, attorney and investment advisor on consulting issues. - Assist other Plan Consultants and Actuaries in obtaining and analyzing the necessary data for preparation of the annual reports and related plan requirements. - Track data received and not received and follow up with related parties to receive data. Utilize and maintain database fields tracking plan provisions, contact info, receipt of client data and due dates Knowledge, Skills and Abilities Demonstrated ability to multi-task, meet deadlines, and work in a fast-paced environment to create high-quality work for review Demonstrated ability to communicate with clients and colleagues, and proactively resolve issues Demonstrated ability to analyze situations and attend to detail to ensure quality Proficient in using Microsoft Office products and other technology to complete tasks. DATAIR experience helpful Education and Experience Requirement A High School Diploma or GED required; Undergraduate degree in Mathematics, Accounting, Economics, Finance preferred. Must be willing to work towards appropriate designation such as an Enrolled Actuary (EA), Certified Public Accountant (CPA), Qualified 401(k) Administrator (QKA), etc.
Company:
Beachfleischman
Posted:
December 26 2023 on ApplicantPro
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to ApplicantPro
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Retirement Plan Administrator - Level I
Retirement Plan Administrator - Level I is a Clerical Administrator Job at Beachfleischman located in Tucson AZ. Find other listings like Retirement Plan Administrator - Level I by searching Oodle for Clerical Administrator Jobs.
Retirement Plan Administrator - Level I is a Clerical Administrator Job at Beachfleischman located in Tucson AZ. Find other listings like Retirement Plan Administrator - Level I by searching Oodle for Clerical Administrator Jobs.