Retirement P{lan Analyst

Company Name:
Start date: 2014-10-16T11:27:48.13
Salary period: Annual
We are a Third Party Administrator in High Point, NC looking for self-motivated individuals with a positive attitude to help support our growing business. Your responsibilities will include the following: Proficient in general aspects of DC plan administration and compliance issues; plan types include Money Purchase, 401(k), 401(k) Safe Harbor, Profit SharingPerform annual compliance testing which entails gathering client data and calculating contributions in a timely manner.Trust accounting and asset reconciliationAbility to read, analyze and apply plan provisions in accordance with the client's plan and trust document.Determination of participant eligibility for purposes of vesting and allocation of contributions and forfeitures.Preparation of Form 5500 and related schedules. Professional Qualities: Excellent verbal and written communication skillsDetail oriented, organized and accurate Skills and Experience: Experience with Balance Forward and Daily Valuation PlansProficient with Microsoft Office, Excel and OutlookKnowledge of Relius Plan Document and Administration systems would be a plusAbility to process detailed work and meet deadlines timelyIndustry Certification (QKA, QPA ) or pursuit of such designations is strongly encouragedBachelor's degree in math, accounting or business preferred Apply to this position by sending a resume via email to: No phone calls or recruiters please.

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