FinDec
11 - 50 employees
FinDec℠ provides comprehensive financial planning, wealth management, and workplace benefits consulting and related services. FinDec℠ was founded as a family-owned and operated “mom and pop” shop that has grown into a corporation serving clients nationwide out of our multiple locations.
Retirement Plan Administrator
Job not on LinkedIn
🕒 April 1
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FinDec
11 - 50 employees
FinDec℠ provides comprehensive financial planning, wealth management, and workplace benefits consulting and related services. FinDec℠ was founded as a family-owned and operated “mom and pop” shop that has grown into a corporation serving clients nationwide out of our multiple locations.
📋 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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