Plan Administration Analyst

Job not on LinkedIn

November 18

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

+2 more states

🌽 Illinois – Remote 🗽 New York – Remote 🏈 Ohio – Remote ❄️ Minnesota – Remote

💵 $60.5k - $81.3k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🖥️ Administration

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PARC Street Partners

WebsiteLinkedInAll Job Openings

Finance • Investment Management • B2B

PARC Street Partners is a financial services and investment management firm that specializes in providing tailored investment solutions to individuals and institutions. The firm focuses on delivering strategic asset allocation, portfolio management, and financial planning services to help clients achieve their financial goals.

11 - 50 employees

Founded 2023

💸 Finance

🤝 B2B

📋 Description

• Creates Plan documents and any necessary amendments or notices. • Maps Plan document provisions for newly converted Plans and offers recommended changes. • Acts as a lead for production of participant and plan notices including Safe Harbour and Automatic Enrollment. • Is an internal resource for document related questions with respect to Plan operation/administration. • Provides recommendations of system enhancements that pertain to plan document and compliance testing preparation. • Performs other duties as assigned.

🎯 Requirements

• Bachelor's degree and five (5) years' related experience or equivalent combination of education and experience • Prior experience with client and vendor relationship management is preferred • Qualified 401(k) Administrator (QKA) or Qualified Pension Administrator (QPA) certification preferred • Must understand key plan design, compliance and fiduciary role related topics with respect to 401(k) Plans. • Knowledgeable about the retirement plan industry and insurance/mutual fund market. • Demonstrated in depth knowledge of ERISA laws governing qualified retirement plans and the retirement plan industry. • Strong proficiency in MS Office products and experience with spreadsheets, database management and presentations. • Ability to read and interpret documents such as procedure manuals and technical procedures. • Excellent, professional written and verbal communication and interpersonal skills. • Ability to write routine reports and correspondence. • Ability to speak effectively with both internal and external contacts. • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

🏖️ Benefits

• Generous Paid Time Off : At least 22 days annually, prorated in the year of hire. • Parental Leave : Six weeks of paid leave at 100% of your salary. • Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. • Dental and Vision Coverage : Ensuring your overall health and well-being. • Flexible Spending Accounts : For healthcare and dependent care expenses. • Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage. • Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage. • Voluntary Benefits : Including hospital, accident, and critical illness coverage. • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. • Adoption Assistance : Supporting your growing family. • Tuition Reimbursement : Invest in your education and career growth. • Employee Assistance Program (EAP) : Access to support and resources. • Financial and Banking Services : Various benefits and financial planning assistance.