DC Benefits Administrator
Core
Process client payroll and participant data files, administer defined contribution retirement plan transactions, and support annual Form 5500 reporting and nondiscrimination testing.
Role type
Defined contribution retirement plan administrator
Builds
Retirement plan transactions and compliance reporting for clients
Domain
Financial services / Retirement planning
Required skills
Defined contribution plan administration, Form 5500 reporting, nondiscrimination testing, profit-sharing allocation calculation, employer matching contribution true-ups, retirement plan system administration, Microsoft Excel, Microsoft Word, data accuracy, recordkeeping, error identification and escalation, system testing, website availability checks
Preferred skills
Microsoft Access, defined contribution plan provisions knowledge, retirement plan recordkeeping operations
Technologies
EXP, OMNI, Microsoft Excel, Microsoft Word, Microsoft Access
Responsibilities
Process client payroll and participant data files accurately, Administer defined contribution retirement plan transactions, Support annual Form 5500 reporting and nondiscrimination testing, Calculate and process annual profit-sharing allocations and employer matching contribution true-ups, Maintain accurate participant records, Perform assigned system testing and daily website availability checks, Identify, document, and promptly escalate processing errors, Resolve routine operational issues, Provide backup assistance during increased processing volumes, Support special projects and process improvements, Complete professional development activities and assigned professional examinations
Seniority
Entry to Mid-level, hands-on IC