Description Our client, a rapidly growing Defined Contribution/Third Party Administration firm seeks several plan administrators and consultants to join their dynamic team! This is a career-oriented position where the successful individuals can provide outstanding client service while working in an environment promoting professional growth and skills enhancement. This successful Third Party Administration (TPA) firm located in Eastern Montgomery County, PA with clients primarily in the Pennsylvania, New Jersey, Delaware and New York areas with many on the Eastern Coast of the U.S. The firm’s primary focus is on the custom design, implementation, consulting, administration, and compliance of qualified retirement plans (401k, profit sharing, defined benefit pension, cash balance, etc.). The firm handles the design, implementation and installation of new retirement and defined contribution plans as well as the servicing and conversion of existing plans. They do not sell any products or investments and therefore are completely independent. The business model of the firm is heavily focused on providing excellent service to our clients.Primary Duties of the successful defined contribution specialist include:All compliance and administration services for Defined Contribution Plans (401k, Profit Sharing, New Comparability Cross-Tested, Money Purchase Pension, 403b, etc.), including:Asset and Trust reconciliationsCompliance and Nondiscrimination Testing (ADP/ACP, Coverage, Top-Heavy, 415 limits, etc)Employee census data reconciliationContribution and allocation calculations (Employer Match, Safe Harbor, Top-Heavy Minimum, New Comparability and other Profit Sharing, etc.) Preparation of Valuation and Compliance ReportsGovernmental Filings (Forms 5500, 8955-SSA, 1099-R/1096/945, 5330, etc)Correction of compliance violations (ADP/ACP corrections, VCP submissions, etc.)Large Plan/Filer audit supportConsulting on IRS and ERISA compliance mattersAssist with plan conversions and special projectsWork closely with Colleagues, Plan Sponsors, Recordkeepers, and other Professionals to help Clients maintain and succeed with reaching the goals of their qualified retirement plansConsult on Plan design optionsRequirements The ideal defined benefit administrator will possess the following qualifications:
4-year degree in finance, accounting or general business
3+ years of defined benefit analysis experience at a defined contribution company
Strong interpersonal skills
Attention to detail
Form 5500Defined Benefit Pension PlanDefined Benefit PlanDefined Contribution PlanMicrosoft ExcelRobert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .