Retirement Plan Administrator Job in Southampton 18966, Pennsylvania Us
The Law Offices of R. David Danziger, P.C. is a nationally known Third Party Retirement Plan Administrator. Our specialty is top notch client service and sophisticated Contribution Consulting using non-discrimination testing under IRC 401(a)(4) and 410(b). We have an immediate opening for an experienced plan consultant to join our friendly and supportive staff. Primary responsibilities:
· Warm effective personal communications with clients both orally and in writing.
· Defined Contribution plan administration, including:
o Analysis of Plan Document, Census and Investment Information
o Non-Discrimination Testing
o Balance Forward administration
· Maintaining control of case assignments and due dates
The successful candidate will have:
· Superior communications skills;
· Proven experience in exceeding client expectations;
· A minimum of three (3) years’ DC plan balance forward experience;
· Understanding of ERISA compliance requirements
o ASPPA or other professional credentials preferred
o Strength in Non-Discrimination testing is a must
· Ability to multitask, act independently and manage a challenging workload
· Skills as a team player and leader.
Experience with Datair software is a major plus.
DanzigerPlans@gmail.com .
