FinDec
11 - 50 employees
💸 Finance
💳 Fintech
💼 Consulting
Finance • Fintech • Consulting
FinDec is a financial services company that provides comprehensive financial planning, wealth management, and workplace benefits consulting. Founded as a family-owned business more than 30 years ago, FinDec has evolved into a corporation with multiple locations serving clients nationwide. The company emphasizes client trust and satisfaction, guided by core values of family, integrity, innovation, determination, education, and community.
Retirement Plan Administrator
Job not on LinkedIn
🕒 April 1
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FinDec
11 - 50 employees
💸 Finance
💳 Fintech
💼 Consulting
Finance • Fintech • Consulting
FinDec is a financial services company that provides comprehensive financial planning, wealth management, and workplace benefits consulting. Founded as a family-owned business more than 30 years ago, FinDec has evolved into a corporation with multiple locations serving clients nationwide. The company emphasizes client trust and satisfaction, guided by core values of family, integrity, innovation, determination, education, and community.
📋 Description
• Administer qualified retirement plans in accordance with plan documents, ERISA regulations, and IRS/DOL requirements • Perform eligibility tracking, contribution calculations, payroll reconciliation, mandatory distributions and trust asset balancing • Conduct and interpret compliance testing (ADP/ACP, 410(b), 401(a)(4), top-heavy, etc.) • Serve as a knowledgeable resource to plan sponsors and advisors, providing guidance on plan operations and regulatory requirements • Ensure accurate plan data and actively manage workflow progression
🎯 Requirements
• College degree in Accounting, Finance, Mathematics, or related field (or equivalent experience) • Strong analytical, organizational, and problem-solving skills • Proficiency in Excel and Microsoft Office • Experience with retirement plan administration systems and workflow • Minimum 2 years related experience or equivalent combination of education and Qualified 401(k) Administrator Designation (QKA)
🏖️ Benefits
• Flexible work arrangements • Professional development opportunities • Retirement plans
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