Retirement Plan Administration Manager

We are seeking an experienced Retirement Plan Administration Manager to join our driven, collabortive and growing team.

Our RPA team provides qualified plan consulting and administration services to ensure our clients’ retirement plans are compliant with the IRS and DOL. Assist clients in developing and analyzing competitive benefit programs (ESOP and 401(k) plans).

Essential Functions and Responsibilities: 

Client Facing and Technical Work:  

• Review census information imports and asset information in preparation of all annual testing  

• Review Forms 5500 and related schedules  

• Review and delegate trust accounting projects and other related tasks  

• Review and possibly perform annual compliance testing (i.e. ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing)  

• Delegate plan administration duties  

• Possess technical familiarity with plan rules regarding distributions, loans, and hardships  

• Keep current with laws and regulations  

• Perform ERISA research relating to employee benefit plans and payroll issues  

• Review employer contribution calculations using various allocation methods (i.e. pro-rata, permitted disparity, and cross-tested formulas)  

• Respond to client questions or inquiries   

• Initiate and manage client communications   

• Identify and communicate opportunities/issues with superiors  

• Proactively coordinate, plan, and schedule workflow for effective engagement management   

• Collaborate cross-departmentally to gather information and resolve client matters  

Leadership Responsibilities:  

• Prepare billing invoices as requested  

• Act as a trusted and sought-after business advisor to client and peers  

• Share knowledge, train, and serve as a role model for less experienced staff  

• Delegate work to less experienced staff based on their knowledge and capabilities  

• Effectively oversee staff with poise and professionalism during stressful times and peak periods of client work  

Requirements

Required: 

• Bachelor’s Degree in Accounting, Finance, or related field  

• 6+ years of applicable experience   
• Experience with Employee Stock Ownership Plans (ESOPs)  

• QKA or CPA  

• Solid track record of career achievements and work quality  

• Experience with Employee Benefits-specific software  

• Strong technical knowledge of ERISA and IRS regulations pertaining to retirement plans  

• Experience with Forms 5500, 1099-R, and proficiency with preparation  

• Experience with compliance testing (including ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing)  

• ASPPA, CEBS, or NIPA certification(s)  

• Ability to understand and articulate plan document language  

• Ability to articulate complex benefit information to clients and internal personnel  

• In-depth understanding of Employee Benefits trends and issues  

Preferred:   

• Experience with Relius software  

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home

The annual salary range for this position is: $110,000 - $165,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual's experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.