Offer summary
Qualifications:
Bachelor’s degree in Finance, Accounting, Math, Economics preferred, Minimum four years experience in recordkeeping and compliance testing required.
Key responsabilities:
- Design and administer defined contribution retirement plans
- Conduct compliance testing and calculate data to ensure plan adherence
- Allocate employer contributions and maintain plan integrity
- Educate clients on regulatory information and facilitate plan design changes
- Prepare financial statements, government reporting forms, and process distributions