Remote, Hybrid, or Onsite
A premier regional CPA Firm is looking for a Retirement Plan Administrator to join their professional services team in Cincinnati!  This is an in-charge role with an exceptional Firm!  Extremely supportive management, convenient walk-to downtown location, free parking, tremendous culture, and more!

Responsibilities:

• Third party administration for retirement plans
• Provide assistance to participants, clients and brokers with their qualified plans
• Create planning documents (Summary Plan, Plan Documents, Amendments Etc.).
• Collecting Census Data and being able to manipulate this data to achieve plan design outcomes.
• Basic Knowledge of Plan Design (Safe Harbor, Profit Sharing, etc.).
• Prepare plan administration reports
• Perform compliance testing
• Administer compliance related filings
• Assist clients with contribution allocations
• Assist clients with participant distributions

Qualifications:

• A minimum of 3-5 years of qualified plan administration experience
• QPA, QKA, QPFC designation preferred
• Bachelors degree in Accounting, Finance, Economics preferred
• Experience with FTWilliams software preferred, but not required

This is an immediate opening.  Please APPLY now.

#ecruit

Contact information

Mark Miller