Blue & Co., LLC, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category. Candidates must be authorized to work in the U.S. without current or future employer sponsorship. Agency candidates will not be considered for this position.
Retirement Benefits Plan Administrator
Location
United States + 1 moreAll locations: United States, United Arab Emirates
Posted
2 days ago
Salary
Not specified
Seniority
Mid Level
Job Description
Role Description
Blue Benefits Consulting, Inc., an affiliate of Blue & Co., LLC, is seeking an experienced retirement plan administrator to join our client-facing team. You will contribute to an expanding practice that welcomes innovation and plays a role in all phases of retirement plan administration, primarily 401(k), but including cash balance/401(k) paired plans. This role can be fully remote.
- Administration of key or large clients; assistance with annual audits.
- Review compliance and administration work performed by others.
- Client and advisor relationship development and maintenance.
- Review and interpret plan documents to ensure compliance with DOL and IRS requirements.
- Trust accounting and asset reconciliation.
- Calculate and allocate annual employer contribution and forfeitures, review eligibility and complete vesting determinations. New Comparability understanding required.
- Compliance testing, including ADP/ACP, non-discrimination, coverage and top heavy.
- Preparation of annual valuation and Form 5500 filing.
- Assist with plan design and new business development.
Qualifications
- 5+ years’ experience with qualified retirement plan administration, Third Party Administrator preferred.
- Bachelor’s degree in related field preferred.
- Qualified 401(k) Administrator (QKA) credentials through American Society of Pension Professionals of America (ASPPA).
- Solid understanding of recordkeeping software; FT Williams (Plan Documents, Government Forms (5500), and Compliance Testing and Reporting) and PensionPro.
- Good communication skills with clients, contacts, and advisors.
- Understanding of plan design and composition of qualified plan documents.
- Experience with balance forward & daily valuation (Platform) plans.
- Superior attention to detail and organizational skills; must be a self-starter.
- Experienced in MS Office (Word, Excel, and PowerPoint).
Requirements
- We are responsive. We are caring. We are advocates.
- Candidates must be authorized to work in the U.S. without current or future employer sponsorship.
- Agency candidates will not be considered for this position.
Company Description
Blue & Co., LLC, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.
Job Requirements
- 5+ years’ experience with qualified retirement plan administration, Third Party Administrator preferred.
- Bachelor’s degree in related field preferred.
- Qualified 401(k) Administrator (QKA) credentials through American Society of Pension Professionals of America (ASPPA).
- Solid understanding of recordkeeping software; FT Williams (Plan Documents, Government Forms (5500), and Compliance Testing and Reporting) and PensionPro.
- Good communication skills with clients, contacts, and advisors.
- Understanding of plan design and composition of qualified plan documents.
- Experience with balance forward & daily valuation (Platform) plans.
- Superior attention to detail and organizational skills; must be a self-starter.
- Experienced in MS Office (Word, Excel, and PowerPoint).
- We are responsive. We are caring. We are advocates.
- Candidates must be authorized to work in the U.S. without current or future employer sponsorship.
- Agency candidates will not be considered for this position.
Related Guides
Related Categories
Related Job Pages
More Accountant Jobs
This role supports the monthly end-to-end close process by preparing journal entries, maintaining and reconciling balance sheet accounts, and performing account analyses to ensure accuracy. The individual will also assist with accounts payable, settlements, and participate in ad-hoc projects for the corporate finance team.
This role is responsible for preparing journal entries, account reconciliations, and various accounting activities across areas like Cash, Fixed Assets, and Payroll, while also evaluating financial data to identify trends and improvements. The specialist will also contribute to departmental goals, provide guidance and coaching, and solve complex problems using creative solutions.
This position specializes in the design and administration of more complex defined contribution retirement plans for small to medium-sized businesses. This individual is responsible for calculating data and evaluating the plan in order to adhere to legislative rules and regulatio...
Senior Accountant
NavVisBUILD BETTER REALITY — Bridge the gap between the physical & digital worlds through reality capture technology.
This role involves leading and executing core accounting processes for the U.S. entity, including owning the general ledger integrity, managing month-end close activities, and overseeing revenue recognition and intercompany accounting. Key duties also include managing accounts receivable, overseeing AP accuracy, handling multi-state sales and use tax compliance, and preparing for future team supervision.
