TPA Benchmark

Retirement Plan Administrator- In Training-New!

Employer Location: North Jersey TPA
Job Type: On-Site
DETAILED JOB DESCRIPTION: DOWNLOAD
APPLICATION: APPLY
Job Summary:
  • Prepare and review plan documents.
  • Perform annual nondiscrimination testing.
  • Perform annual trust valuations.
  • Prepare signature ready government filings, including an annual Form 5500.
  • Work as a direct contact to clients to assist them with questions regarding their retirement plan.
  • Engage with accountants and investment advisors to create a seamless line of communication regarding each client.
  • Work with other administrators as needed to complete projects.
Experience Needed:
Bachelor’s Degree Strong math or business background Proficiency in Microsoft Office, specifically Excel
More Information...

We are currently seeking candidates for an entry-level position as a Retirement Plan Administrator. The role involves servicing clients who sponsor defined contribution and defined benefit plans, along with handling various projects related to plan administration. The position requires candidates to manage a portfolio of clients. Ideal candidates should be eager to work in a team setting and possess strong organizational skills.

DETAILED JOB DESCRIPTION: DOWNLOAD
APPLY: APPLY

Share:

Facebook
Twitter
LinkedIn
Scroll to Top