About this role

Interpret trust financial statements and exercise judgement to reconcile retirement plan accounts
Determine discrepancies and communicate solutions to client
Independently perform compliance and nondiscrimination testing
Allocate employer contributions under cross-tested, pro-rata, and integrated formulas
Communicate directly with clients and their professional advisors regarding recommendations for plan administration

High school diploma or equivalent required
Bachelor’s degree preferred with emphasis on business, finance, or accounting
Professional credentials (i.e., ERPA, QKA, etc.) are preferred
Minimum four years of experience in Defined Contribution Retirement Plan Administration including recordkeeping, compliance testing, plan conversions and trust accounting or comparable experience required
High degree of technical/legal knowledge including familiarity with Internal Revenue Code and ERISA as they apply to qualified plans
Must be professional, comfortable speaking with external and internal contacts
Proficiency with Microsoft 365 products and applications

Senior Defined Contribution Retirement Plan Administrator

Key skills