Retirement Plan Administrator (Remote)
Company: CPS, Inc.
Location: Fort Lauderdale
Posted on: May 13, 2022
This is an entirely remote position - location was added to be
discovered on job boards The Retirement Plan Administrator will act
as the single point of contact for a group of existing Retirement
Plan Services clients. Must be familiar with all aspects of plan
administration including required testing, Form 5500 preparation,
and plan design, and regulations related to the retirement plan.
The Retirement Plan Administrator will develop and demonstrate a
basic understanding of retirement plans with the goal of helping
our clients manage their retirement plans appropriately.
Responsibilities Performs all facets of daily plan administration
including processing of contributions, loans, distributions,
hardship withdrawals, and QDROs. Consistently provides a high level
of customer service in terms of response rate and problem
resolution. Performs nondiscrimination and other testing and
providing strategic alternatives for correction of failures and
presents options to improve future nondiscrimination test results.
Prepares signature ready Forms 5500 and other government fillings.
Effectively communicates the necessary regulatory information and
testing requirements to clients in a way that can be easily
understood by individuals who are not in the business. Reviews,
interprets and maintains the legal plan documents in order to
assist clients in ensuring plan compliance with current IRS/DOL
regulations. Remains current with the laws and regulations for
retirement plan administration. Works with internal associates,
clients, and vendors to ensure accurate and timely response to all
outstanding client/plan issues. Works with all associates in a
manner that fosters mutual respect and teamwork. Desired Skills And
Experience ASPPA Credentials are always appreciated MUST HAVE
FT.Williams or Relius Bachelor's degree or an equivalent
combination of education, training, and experience. Excellent
customer service skills including the ability to manage client
expectations and provide superior follow-up service. Advanced
working knowledge and understanding of retirement plan
administration and associated regulations and IRS tax rules.
Excellent written and verbal communication skills are required to
ensure the daily projection of a professional customer-focused
image. Must be a team player but also work well independently, have
a strong ability to problem solve and must pay close attention to
Keywords: CPS, Inc., Fort Lauderdale , Retirement Plan Administrator (Remote), Other , Fort Lauderdale, Florida
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