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.

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.

• 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.

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