401(k) Plan Administrator

401(k) Plan Administrator
Premier Retirement Partners is a Third Party Administration firm which provides retirement plan consulting and administration. We are seeking a full-time team member for our Madison office. After meeting training criteria, there is the option to work remotely for part of the work week.

Job Responsibilities:
The person in this position will be responsible for all phases of administration for their assigned caseload.  The responsibilities will include, but are not limited to the following:

• Determination of plan eligibility and calculating employer contributions
• Reconciliation of plan assets
• Annual compliance testing to ensure plan is compliant with government regulations
• Preparation of annual IRS/DOL Form 5500 and related schedules
• Review plan distributions including loans, hardships and required minimum distributions
• Communicate and work with plan sponsors, investment advisors and accountants
• Respond to requests via phone and email
• Maintain a working knowledge of government regulations as they pertain to retirement plans
• Willingness to work some additional hours during the busiest season
• Additional responsibilities as assigned

• Extremely detail oriented
• Excellent mathematical, analytical and organizational skills
• Proficient in Microsoft Office products, especially Excel
• Highly self-motivated and directed
• Ability to work independently as well as in a team environment
• Ability to conscientiously and professionally fulfill your assigned responsibilities
• Preferred degree or experience in Accounting, Finance or related field 
• Associates degree required. Bachelor’s degree preferred