We are looking to grow our team. Individuals who demonstrate strong performance and ability to learn quickly in the temp position will be considered for fulltime employment.
What You'll Be Working On
Job Description
Compliance position in the Sponsor Support team that has an advanced understanding of Defined Contribution Plans.
Understanding of customized plan documents and amendments to ensure that reports are properly generated according to Eligibility, Compensation, and Annual Employer contributions requirements.
Calculating employer contributions - employer matching contributions, including safe-harbor match and Lookback Match contributions; profit sharing contributions utilizing pro rata, integrated and straight allocation methods.
Analyze and reconcile all reporting related to non-discrimination testing & submit to the Compliance & Government Reporting team.
Work with Compliance & Government Reporting team for any issues that may come up during their testing run.
Perform other job-related duties and special projects as assigned.
Job Requirements
Bachelor’s degree required
3+ years working in Defined Contribution plan administration (Third Party Administrator focus preferred).
5+ years working in a financial services operations environment
Prior experience reading and interpreting Plan documents required
Excellent data analysis and technology skills
Ability to organize, prioritize, and process multiple issues simultaneously
Demonstrated analytical / problem solving skills in the financial services industry
Demonstrated excellence in written and verbal communication
Time management focused adhering to deadlines and timelines
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