Offer summary
Qualifications:
5+ years in defined contribution retirement compliance, Experience managing 80-100 contribution plans, Working knowledge of Microsoft Office, Sungard Relius compliance software experience preferred, ASPPA designations preferred or willingness to obtain.
Key responsabilities:
- Main point of client and advisor contact
- Ensure clients receive timely feedback on inquiries
- Analyze census for eligibility and calculate contributions
- Prepare and discuss Government Forms with the client
- Manage plan termination and year-end clean-up processes