Careers with NestEggs

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Administrator

Summary of Position:

The Plan Administrator manages all operational aspects of assigned retirement plans, including client phone contact and information gathering. The Administrator handles all aspects of the annual compliance and testing cycle, including preliminary analysis 401(k) and 401(a) non-discrimination testing. Finally, the administrator receives calls from plan Participants and assists with support of their requested transactions. If qualified by Series 65 or equivalent credentials, the administrator provides investment support and advice.

Primary Duties and Responsibilities:

  • Handles complex client technical work
  • Assists in training or answering questions for the Plan Participants
  • Trust accounting, compliance testing (including ADP/ACP discrimination testing, top heavy testing, 402(g) and 415 testing and Forms 5500 and 8955-SSA preparation)
  • Works with proprietary Microsoft Access database recordkeeping and asset-management system
  • Keeps current with regulatory environment and maintains CPE requirements
  • Implements new Plan Documents

Qualifications:

  • Superior communication and interpersonal skills
  • Self-motivated; demonstrated ability to work well in a small-business environment
  • Knowledge of retirement plan industry, ERISA regulations, and plan document issues
  • Ability to organize, prioritize and handle multiple projects simultaneously
  • Demonstrated experience with Microsoft Excel

Education/Certifications:

  • At least 5 years’ direct industry experience
  • Industry designations such as ASPPA are a plus
  • Series 65 or equivalent a strong plus
  • Experience with Microsoft Access a strong advantage

 

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Employer Sponsors

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Plan Participants

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Professionals

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Office Locations

Jacksonville, FL
Boston, MA
Burlington, VT

Phone

Florida: 904-348-3131

Burlington: (802)-391-4700

Boston: 978-380-5185

Toll Free: 866-202-4646

Fax: 904-348-3136

 

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All Rights Reserved.