Senior Consultant & Reviewer

Description:

You'll review trust accounting, testing, and 5500 forms prepared by other 401(k) plan administrators at the company, using any discrepancies as valuable teaching moments. You will also manage a caseload of 60-70 401(k) plans, averaging 10 participants each. This involves A-Z administration, including working with various recordkeepers and pooled/FBO accounts.

Why Join This Company? At this company, you'll be part of a close-knit team of 15 professionals, where the only reason for turnover in the past 15 years has been retirement and one person who left after 10 years. The company offers a competitive salary commensurate with experience and a comprehensive benefits package, including:

• Paid holidays and vacation
• Health, disability, and life insurance
• Educational reimbursement
• Generous HSA and 401(k) contributions
• Popular ½ day Fridays in the summer
• Free snacks and meals during tax season for in-office employees

If you’re a detailed, analytical, self-motivated individual looking to make a difference, we encourage you to apply!

Join this company and become part of a team that values learning, growth, and excellence in client service. We can’t wait to hear from you!

What The Company Is Looking For:

• Experience: 6+ years in 401(k) plan administration at a TPA, with a demonstrated history of increasing responsibility. Experience reviewing trust accounting, compliance testing, and 5500 work done by other plan administrators.
• Technical Skills: Familiarity with cross-tested, new comparability, and brokerage accounts. Experience with multiple recordkeeping platforms is a plus; Datair experience is preferred but not required.
• Client Service: Strong client service abilities and a friendly, approachable demeanor.
• Location: Preference for candidates in RI, AZ, IA, or FL, but the company is open to hiring from any in the Eastern or Central time zones.
• Work Hours: Extended hours may be required during peak periods (January to April) beyond the standard 37.5-hour work week.