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.