This is a remote position.
Company: Alliance Benefit Group of Houston, Inc. (ABG) is one of the fastest growing retirement plan pension administration, and record-keeping firms in Texas. We provide services to all types of qualified retirement plans, with particular emphasis on 401(k) plans. The Alliance Benefit Group was formed over 40 years ago to concentrate on the rapid growth of the qualified retirement plan market. Since that time, ABG has focused on providing daily valuation services for small to midsize companies. Growth in pension administration firms over the past few years has been reflected in the growth of ABG. A family business through and through with a collaborative culture, our team is solid and growing! So, if you are an experienced Retirement Plan Administrator looking for a career home in a reward driven, team focused organization; we should talk!
Job Description: The successful candidate will be responsible for providing exceptional customer service to our broad client base of Plan Sponsors/Employees, Financial Advisors, CPAs, and other partners while performing technical plan administration at the highest levels. The ideal candidate will have DC Plan Administration experience, strong attention to detail, and superior customer service skills. The candidate must also have excellent organizational, communication, and problem-solving skills.
The candidate must:
Perform annual compliance testing for assigned clients (402(g), 415(c), 410(b), ADP/ACP, Plan Limits, Top Heavy, etc.)
Requirements: The candidate will:
Have proven ability working with plan documents (Basic Plan Document, Adoption Agreement, Summary Plan Description (SPD), Amendments, Summary of Material Modifications (SMM) and annual notices)
Understand the intricacy of plan asset reconciliations, document distributions, including Required Minimum Distribution calculations, contributions, earnings, transfers, adjustments etc. that may have transpired throughout the Plan year.
Have broad knowledge of the retirement plan industry and has obtained a QKA, QPA, APA, CEBS, or other retirement plan designations.
No calls to ABG, please.