Wells Thomas, LLC · 1 day ago
Retirement Plan Administrator
Branford, CT
Full-time
Onsite
Entry, Mid Level
2+ years expWells Thomas, LLC is a consulting firm that provides administrative services for retirement plans. They are seeking a Retirement Plan Administrator to manage Defined Contribution plans and consult with clients on retirement plan administration and compliance.
AdviceFinancial ServicesProfessional ServicesRetirement
Hiring Manager
Amy Glanovsky
Responsibilities
Administration of Defined Contribution plans (including 401(k), 403(b), Profit Sharing and Davis Bacon) of various sizes
Consulting with business owners, human resource professionals and their outside advisors regarding all aspects of retirement plan administration
Read and interpret plan documents and IRS/DOL regulations
Identify and correct any compliance issues
Read/prepare asset reports for both daily valuation and balance forward plans
Fulfill IRS/DOL requirements for filing tax forms and various plan/participant disclosures
Qualification
Required
2 or more years' experience in a retirement plan administration position
Knowledge of plan compliance issues, ability to perform and understand testing & corrections
Detail oriented with excellent written and verbal communication skills
Excellent time management skills and the ability to work under pressure in a busy environment
Preferred
College degree with continuing education in the retirement plan field
ASPPA, NIPA or ERPA designations highly desirable
Benefits
Compensation and benefits package is competitive and will be reflective of candidate’s qualifications.
Flexibility with hours or days is offered.
Company
Wells Thomas, LLC
The Wells Thomas team provides consulting and administrative services for over 900 retirement plans.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase