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
Contact Paul Stang (608) 827-6008 or send resume and cover letter to paul.stang@premiertpa.com