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401(k) Plan Specialist
We are looking for someone who has administered 401(k) plans for several years but wants to take things to the next level and become more involved from a consulting standpoint.
A local Registered Investment Advisory Firm with a significant book of 401(k) plans seeks an energetic, people-oriented individual with 4+ years experience with Defined Contribution plans. Experience in a Third Party Administration environment is a must. ASPPA designations are a significant plus.
You must have strong knowledge of:
* 401(k) plans on a daily valuation platform
* ADP/ACP testing
* HCE Determination
* Top Heavy Testing
* Preparation of 5500?s
* Plan Document Preparation and Maintenance
* New Comparability Plan Design
You must have the ability to work independently, manage client relationships...
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