Retirement Plan Administrator

Responsibilities

• Administer full-cycle (A-Z) plan operations for a book of 401(k) and cross-tested retirement plans
• Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4)
• Coordinate year-end valuations and interpret plan documents
• Process participant transactions such as loans, hardships, and distributions
• Prepare and file IRS/government forms including 5500, 8955, and 5330
• Reconcile plan assets and complete trust accounting tasks
• Import and manage census and participant data
• Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction
• Communicate with clients on plan administration issues with clarity and professionalism
• Leverage internal systems and technology to streamline processes and improve accuracy

Requirements

• Bachelor's degree in Business, Finance, Mathematics, or related field
• 2+ years of experience in retirement plan administration, preferably in a TPA environment
• Deep understanding of regulatory compliance and testing standards
• Knowledge of ERISA regulations
• Proficient in Microsoft Office 365 (Excel, Word, Outlook)
• Strong organizational and project management abilities
• Detail-oriented with solid math and accounting skills

Preferred Qualifications

• Proficiency in Relius software
• ASPPA credentials (or in progress)

About the Company

HowardSimon Retirement is a large independent TPA with recordkeeping and advisory capabilities that offers integrated retirement, payroll, and HR solutions. It is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform.