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Retirement Plan Administrator I

Remote:

Full Remote

Contract:

Full time

Experience:

Entry-level / graduate

Work from:

Philippines

Offer summary

Qualifications:

Associate's or bachelor's degree in related field preferred, Intermediate knowledge of 401(k) plan structure preferred, Excellent communication skills, Proficiency in Microsoft Excel, Word, and Outlook, Adequate math and analytical skills.

Key responsabilities:

Reconcile plan assets and perform annual testing
Prepare annual reports and file IRS Form 5500
Educate clients on plan administration
Utilize software for testing and reporting
Review client documents for accuracy

DOXA Talent

51 - 200 Employees

See more DOXA Talent offers

Job description

Role Summary

Our client is looking for a Retirement Plan Administrator I, who will work directly with the client’s 401(k) plans by reconciling plan assets, performing annual 401(k) plan testing, calculating employee eligibility, preparing annual reports, and filing 5500s. This role will primarily focus on handling plans with a safe harbor design with employee deferrals or participant distributions and loans. He/she will also educate clients on the administration of their plan.

WORK SCHEDULE: 8:00 AM – 5:00 PM Mountain Daylight Time (10:00 PM – 7:00 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

Essential Functions

Work with clients to obtain the necessary information needed to prepare the annual reporting
Review documents submitted by clients for completeness and accuracy
Reconcile safe harbor plans with deferrals or plans with distributions and loans using Excel and administration software
Prepare participant loan origination documents
Utilize administration software to complete 401(k) testing and reporting
Make outgoing reminder calls and send emails to clients during the plan year reporting process
Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software
Share knowledge and explain complex topics simply
Undergo training on the concepts for a Retirement Plan Administrator II
Contribute to department and team projects
Performs other duties as required

Qualifications

Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred
Intermediate knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred
Excellent verbal and written communication skills
Meticulous attention to detail and proactive approach to problem solving
Skills in customer service, organization, and collaboration
Adequate math and analytical skills
Proficiency in using Microsoft Excel, Word, and Outlook
Ability to work in an autonomous environment where you can be a self-directed worker
Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen