Job Directory Sr Plan Administration Support Specialist - ePlan

Sr Plan Administration Support Specialist - ePlan
Denver, CO

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Job Description


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 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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