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401(k) Plan Administrator

Posted: 04/07/2021

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
Knowledge, Abilities and Skills
  • 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
     
We offer a competitive compensation package and great benefits including a 401(k) plan with employer contributions.

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

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