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Ascensus
Boston, MA, United States
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding
Job Source: AscensusAscensus
Boston
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding
Job Source: AscensusSentinel Group
Wakefield
Job Description Job Description Location Note: Hybrid or Remote The Purpose of Your Role: Do you want to work for a fun, growing organization where people truly make a difference? The Plan Consultant position offers a retirement plan professional an opportunity to service a book of clients supporting their retirement plan administration and rec
Job Source: Sentinel GroupSentinel Group
Wakefield, MA, United States
Job Description Job Description Location Note: Hybrid or Remote The Purpose of Your Role: Do you want to work for a fun, growing organization where people truly make a difference? The Plan Consultant position offers a retirement plan professional an opportunity to service a book of clients supporting their retirement plan administration and rec
Job Source: Sentinel GroupFranklin Templeton
Boston, MA, United States
At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the glob
Job Source: Franklin TempletonSentinel Group
Wakefield
Job Description Job Description Location Note: This a hybrid role for our Wakefield, MA office The Purpose of Your Role: Do you want to work for a company that care about their people, and where people truly make a difference? We have an opportunity for an investment advisory professional to be a critical contributor to our retirement plan advi
Job Source: Sentinel GroupLincoln Financial Group
Boston, MA, United States
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana) Work Arrangement: Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration. Relocation assistance: is not available for this opportunity. Requisition #: 72965 The Role at a Glance We are excited to bring on an Account Manager to our Retirement Pla
Job Source: Lincoln Financial GroupSS&C Technologies
Quincy, MA, United States
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare o
Job Source: SS&C TechnologiesBoston, MA, United States
Posted: 10/31/2023 Industry: Employee Benefits & Retirement Services Job Number: JL23.10.30.5 Experience: 2+ Years
Job Description ***This is an entirely remote position - location was added to be discovered on job boards***
The Retirement Plan Administrator will act as the single point of contact for a group of existing Retirement Plan Services clients. Must be familiar with all aspects of plan administration including required testing, Form 5500 preparation, and plan design, and regulations related to the retirement plan.
The Retirement Plan Administrator will develop and demonstrate a basic understanding of retirement plans with the goal of helping our clients manage their retirement plans appropriately.
Responsibilities:
Performs all facets of daily plan administration including processing of contributions, loans, distributions, hardship withdrawals, and QDROs.
Consistently provides a high level of customer service in terms of response rate and problem resolution.
Performs nondiscrimination and other testing and providing strategic alternatives for correction of failures and presents options to improve future nondiscrimination test results.
Prepares signature ready Forms 5500 and other government fillings.
Effectively communicates the necessary regulatory information and testing requirements to clients in a way that can be easily understood by individuals who are not in the business.
Reviews, interprets and maintains the legal plan documents in order to assist clients in ensuring plan compliance with current IRS/DOL regulations.
Remains current with the laws and regulations for retirement plan administration.
Works with internal associates, clients, and vendors to ensure accurate and timely response to all outstanding client/plan issues.
Works with all associates in a manner that fosters mutual respect and teamwork.
Job Requirements Desired Skills and Experience
ASPPA Credentials are always appreciated
MUST HAVE FT.Williams or Relius
Bachelor's degree or an equivalent combination of education, training, and experience.
Excellent customer service skills including the ability to manage client expectations and provide superior follow-up service.
Advanced working knowledge and understanding of retirement plan administration and associated regulations and IRS tax rules.
Excellent written and verbal communication skills are required to ensure the daily projection of a professional customer-focused image.
Must be a team player but also work well independently, have a strong ability to problem solve and must pay close attention to detail.
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Jasmine Laney
Executive Recruiter I Joined CPS, inc’s Employee Benefits division earlier this year and feel like I’ve found my home. I recruit at all levels of experience within the qualified and nonqualified retirement plan industry. My expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation. When I’m not in the office I enjoy spending time with my friends and family. You can find me refereeing for IHSA on the weekends and perfecting my euro-step like Lebron… Even though he travels… Get in touch with me about opportunities or if you want to chat about the latest games.
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Retirement Plan Administrator (Remote) jobs in Boston, MA, United States
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