PA Retirement Solutions, Inc.
1 - 10 employees
🤝 B2B
💸 Finance
B2B • Finance • Consulting
PA Retirement Solutions, Inc. is a Third Party Administrator (TPA) based in Harrisburg, Pennsylvania. The company provides administrative and consulting services to businesses of all types and sizes, with a focus on assisting clients with the complexities of retirement plan laws. They specialize in designing and implementing flexible retirement plans that can adapt to the changing needs of employees and management. PA Retirement Solutions emphasizes competitive pricing without sacrificing quality, and works in collaboration with financial advisors and investment platforms to offer a comprehensive service model for retirement plan administration, investments, and participant education.
401(k) Plan Compliance Testing Administrator
Job not on LinkedIn
🕒 March 31
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PA Retirement Solutions, Inc.
1 - 10 employees
🤝 B2B
💸 Finance
B2B • Finance • Consulting
PA Retirement Solutions, Inc. is a Third Party Administrator (TPA) based in Harrisburg, Pennsylvania. The company provides administrative and consulting services to businesses of all types and sizes, with a focus on assisting clients with the complexities of retirement plan laws. They specialize in designing and implementing flexible retirement plans that can adapt to the changing needs of employees and management. PA Retirement Solutions emphasizes competitive pricing without sacrificing quality, and works in collaboration with financial advisors and investment platforms to offer a comprehensive service model for retirement plan administration, investments, and participant education.
📋 Description
• Develop and implement plan procedures • Conduct Eligibility Determination • Perform Contribution Calculations • Complete Compliance Testing • Prepare Form 5500 • Manage caseload of 50-75 clients • Manage client communication regarding plan operation • Maintain excellent client relationships by promptly responding to client requests • Performing other duties as assigned
🎯 Requirements
• Minimum 3-5 years of retirement plan experience • Qualified 401(k) Administrator (QKA) designation recommended • Knowledge of benefit plans and operations • Plan Design experience a plus • Plan Document Drafting experience a major plus • Excellent written, oral, and interpersonal communication skills • Strong analytical skills with extreme attention to detail • Ability to handle several tasks simultaneously and to work under tight deadlines • Must be proficient in Office applications – Outlook, Excel, Word
🏖️ Benefits
• Work from home permitted
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