Retirement Plan Administrator
Retirement Plan Administrator
JOB DESCRIPTION
THE ROLE
The Retirement Plan Administrator focuses on the full process of what it takes to administer, test, and report on 401(k) plans. Through accelerated learning, in-depth training, and practical experience, the Retirement Plan Administrator will quickly grow from document review to administering all 401(k) plan complexities. You’ll work directly with clients to educate them on the administration of their plans. This position requires immaculate attention to detail and experience performing annual 401(k) plan testing, calculating employee eligibility, and reconciliation of plan assets.
JOB QUALIFICATION
ESSENTIAL FUNCTIONS
> Work with clients to obtain the necessary information to prepare the annual reporting
> Make outgoing calls and send emails to clients during the play year reporting process
> Review documents submitted by clients for completeness and accuracy
> Navigate large volume of work with autonomy while also collaborating within your team and
department to ensure the excellent client experience
> Perform different types of testing, including but not limited to nondiscrimination, coverage,
and top-heavy testing
> Understand how to recognize and simply explain testing failures to clients then work with
them to limit future risk
> Calculate allocations, distributions, and matching contributions for 401(k) plans
> Prepare required government filings, including the annual IRS Form 5500
> Educate clients about the administration of their 401(k) plan
> Exceed defined role expectations
QUALIFICATIONS
> Associate’s or bachelor’s degree in a related field (business, finance, etc.) preferred
> Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL regulations a plus
> Previous reconciliation experience and preferred
> Meticulous attention to details
> Excellent verbal and written communications skills
> Skills in customer service, organization, and collaboration
> Experience in a multi-client environment
> Strong computer aptitude, which includes expertise with Microsoft 365 applications
> Possesses a positive attitude that is heavy on motivation
> Has a proactive approach to problem-solving
> Demonstrates adequate math and analytical skills
> Able to work independently, multi-task, and establish own priorities based on workload and client need
OTHER JOB REQUIREMENTS
WORK LOCATION
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COMPANY OVERVIEW
Join a company with values you can be proud of and a place where you can grow, be supported and reach your goals. Living our values every day is the reason people love working at DOXA - and it's all about Trust, Transparency, Inclusion, Excellence and Results. Together we can build culture of bayanihan with an eye toward lifting up our global community.
We care about you, your family, your community, and your wellbeing. The culture we provide as well as our competitive benefits are an investment in you as we strive to make an impact together.
Competitive PayWe are not a low-cost BPO because we believe in paying you what you are worth.
Premium BenefitsWe offer exceptional benefits to ensure you and your family have the coverage you need – from health plans and paid time off to daily meal subsidies. We treat your family as an extension of ours.
Flexible WFH OptionsWe give you the option to work from home or in the office. This gives the flexibility you need and allows you to spend what would be commuting time with your family and working towards your personal growth.
Culture Of ExcellenceWe have high expectations. Working with like-minded, driven people gives you the opportunity to learn from them, share knowledge, and lead alongside the best of the best.
Professional DevelopmentWe connect you with clients who share your same values and finding a role that encourages your strengths, you have the opportunity to realize your full potential and continue to grow.
Get to know us more. Please visit our website: www.doxa7.com