This position manages and supports various plan administration and compliance functions of the company. These functions include administrative function workflow processing, resolution of complex 401(k) plan issues, and large/bulk project support.
* Process various 401(k) plan administration functions including plan transfers, plan terminations, plan amendments. * Prepare special contribution allocations and illustrations (New Comparability, Age Weighted, etc.). * Lead and support large projects such as compliance testing preparation, Form 5500 preparation, Required Minimum Distribution processing and various types of annual disclosures. * Process compliance functions including excessive trading reporting and redemption fee calculations. * Utilize spreadsheets to prepare account reconciliations and perform other data analysis. * Provide document management and organizational assistance. * Update and maintain plan information in Salesforce.com CRM database. * Learn and apply IRS, DOL and SEC regulations in order to support other departments of the company by resolving complex 401(k) plan issues.
* Bachelor's Degree in Accounting, Finance, general Business or Mathematics * 2 years of experience in Related field in 401(k) industry.
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