Specialized Consultant - (Retirement Plan Administrator)

LOCATION : Remote U.S. locations

OVERVIEW

This position assists the efforts of the managed services team in providing compliance administration services for defined contribution plans (401k, 403b, Money Purchase, etc).

The position will be tasked with all aspects of plan administration from validating census data, compliance testing, trust accounting, asset reconciliation, through the completion of the Form 5500 while communicating with the customer throughout the process.

Additional responsibilities include working with other members of the ftwilliam.com team on various tasks within the software.

The position requires an independent self-starter with strong attention to detail and the ability to work collaboratively in a team environment.

ftwilliam.com compliance module experience is highly preferred.

DUTIES & RESPONSIBILITIES

This position entails the following :

Census data validation and annual questionnaire review

Review and track plan document provisions, restatements and amendments

Perform annual data scrub, testing, and track participant balance using the ftwilliam.com compliance module

Perform Trust Accounting

Calculate Employer contributions accurately and timely

Create and complete Form 5500 and other applicable forms and schedules

Create valuation packages for customer review

Assist with training of junior staff members

Provide prompt and professional customer responses

Identify RMD eligible participants

Meet regularly with the managed services team to solve problems and improve processes

QUALIFICATIONS

Education : Bachelor’s Degree; or equivalent experience

Experience :

3+ years experience with retirement plan administration

Knowledge of regulations and legislation affecting plan documents

Proven ability to communicate complex concepts to internal staff and clients

Prior experience managing a case load is preferred

Other Knowledge, Skills, Abilities or Certifications :

ASPPA or NIPA credentials preferred

Ability to communicate technical concepts to technical and non-technical audiences

Demonstrates good oral and written communication skills

Ability to perform work independently with minimal supervision and to exercise sound, independent judgment, and discretion

Proficiency in MS Office products such as Excel, Word, Outlook, and other typical business software applications

ftwilliam.com software experience preferred

Ability to manage multiple concurrent projects

Analytical and problem-solving skills

Demonstrated aptitude for learning new technologies and processes

TRAVEL : minimal

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer / business units is an Equal Opportunity / Affirmative Action employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.