Retirement Plan Compliance Administrator

Responsibilities

• Perform annual retirement plan administration and compliance services for qualified retirement plans
• Complete plan valuations and prepare compliance testing, including ADP/ACP, IRC Section 415, IRC Section 414, Coverage, and Top Heavy testing
• Review compliance work for technical accuracy and recommend corrections
• Analyze participant census data and calculate employer contributions
• Analyze and reconcile plan assets
• Interpret plan documents and amendments to ensure accurate application of provisions
• Prepare and review Form 5500 filings
• Calculate lost earnings associated with late participant contributions
• Research, analyze, and resolve retirement plan compliance and benefit issues
• Collaborate with internal Consultants to support compliance needs across the firm's portfolio

Requirements

• 2-3+ years of retirement plan administration or compliance experience
• Strong understanding of qualified retirement plan compliance and annual administration
• Experience performing non-discrimination and compliance testing (ADP/ACP, 415, 414, coverage, and Top-Heavy)
• Experience preparing Form 5500 filings
• Ability to interpret retirement plan documents and amendments
• Strong analytical, problem-solving, and organizational skills
• Excellent attention to detail

Preferred Qualifications

• Experience using CalcAir (Datair) software
• Bachelor's degree in Mathematics, Accounting, Finance, or a related analytical field
• ASPPA credential (QKA or other designation) or progress toward certification
• Experience working in a TPA or retirement plan consulting environment

About the Company

Bidwell Consulting Services (BCS) specializes in Defined Benefit and 401(k) plan solutions for small to medium sized businesses. BCS is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform.