Senior DC Plan Administrator – BEI

Role Overview

• Administer a block of Defined Contribution Plans (80-120)
• Responsible for the output of data within the annual valuation reports for each client
• Reviews or performs, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g)
• Reviews or prepares Form 5500 and coordinates with plan sponsor to help ensure timely filing
• Provide superior customer service to client and referral partner
• Solve problems with attention to detail within standardized response times
• Provides effective and timely verbal and written communications in a clear, concise and informative written manner via email or phone/voice mail messages.
• Assists the clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
• Maintains up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study, company-sponsored training sessions or Industry accreditation programs, i.e. ASPPA or NIPA
• Reviews distributions with L&D team
• Reviews loans with L&D team
• Assists auditors for “Large Plans” if a plan is subject to an audit
• Assists IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
• Coordinate with all applicable parties, both internal and external, to ensure proper communication with client and referral partners.
• Responsible for protecting, securing, and proper handling of all confidential data held by BEI to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to BEI or our clients.
• Provide training for Junior Administrators as needed
• Serves as technical resource for other Administrators, Consultants and Assistants

Requirements

• Bachelor’s degree preferred
• 5+ years ERISA experience in the retirement industry
• Experience in ASC, FT William, PensionPro software desirable, but not required
• Strong Word, Excel, and Outlook skills
• Strong analytical and problem-solving skills
• Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters

Benefits

• Flexible Workplace – Hybrid and remote options available for many roles.
• Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.