Retirement Plan Administrator

Company: Brixey & Meyer
Location: Dayton
Posted on: November 1, 2024

Job Description:

Join the Elite Team at Brixey & Meyer! Our firm is a powerhouse of growth and recognition, honored as one of the fastest-growing firms in the US and named one of the top 50 best firms in the United States and Canada by INSIDE Public Accounting for two consecutive years. We've also received 11 Best Places to Work awards. Our team is on a mission to make a meaningful impact, both within our firm and for our clients. We're looking for individuals who are masters of detail, experts in building client trust, and passionate about their line of work. If you're ready to join a thriving team and make a difference, we want to hear from you!



RETIREMENT PLAN ADMINISTRATOR POSITION SUMMARY:

The Retirement Plan Administrator is responsible for all aspects of recordkeeping for client plans to ensure accurate processing in accordance with department service standards/deadlines and plan documents.



RETIREMENT PLAN ADMINISTRATOR ESSENTIAL JOB FUNCTIONS:

1. Plan Administration & Compliance


Reconcile asset balances and process transactions (distributions, loans, etc.).
Ensure compliance with plan documents and IRS/DOL regulations.
Prepare required reports and compliance tests (e.g., Form 5500, RMDs, ADP/ACP).


2. Client & Team Support


Serve as the primary contact for clients and coordinate with internal teams.
Address client and auditor inquiries and support complex plan issues.
Represent the firm positively in the community and professional organizations.


3. Project Management & Quality Assurance


Oversee projects, review results, and develop corrective actions.
Participate in peer reviews and ensure accuracy in client communications.
Guide team members on billing and core service identification.


4. Consultation & Transition Support


Support plan design consultations, new business transitions, and conversions.
Perform plan calculations and handle special projects.
Provide expertise on plan corrections and regulatory filings (e.g., DOL, VCP).


5. Data Management & Reporting


Maintain accurate work logs and manage deadlines.
Compile and reconcile data for reporting purposes.
Complete additional duties as assigned.




RETIREMENT PLAN ADMINISTRATOR QUALIFICATIONS:


Required Education and Experience: High School Diploma or equivalent, with a minimum of 2 years of related TPA/retirement experience.
Valid Driver's License: Must possess a valid driver's license with a safe driving record.
Certification: Progress towards ASPPA certification or willingness to obtain ASPPA certification is preferred.
Proficient Computer Skills: Solid understanding of the Windows environment, including advanced use of Word and Excel. Experience with Datair software is a plus.
Strong Analytical and Organizational Skills: High mathematical aptitude with keen attention to detail. Proven ability to prioritize and manage multiple tasks efficiently.
Flexibility and Commitment: Willingness to work extended hours to meet critical client deadlines during peak periods.
Communication and Interpersonal Skills: Excellent verbal and written communication abilities paired with strong accounting knowledge and a collaborative mindset.
Positive and Engaged Attitude: Enthusiastic about contributing to a unique company culture and finding enjoyment in your work.




Awesome Perks for Our Team: Join us at Brixey & Meyer, where your well-being and professional growth are our priorities. We are committed to creating an inclusive and supportive work environment where everyone can thrive.


Medical, Dental, and Vision Insurance: Coverage starts on day one to ensure you and your family's health needs are taken care of.
401(k) with Match: Plan for your future with our 401(k) program and employer match, helping you build financial security.
Hybrid Work Environment: Enjoy the flexibility of a hybrid work model, balancing remote and in-office work to suit your lifestyle and preferences.
Lifestyle Spending Account: Receive a lifestyle spending account to use for wellness, fitness, or other personal expenses, enhancing your overall well-being.
Flexible Time Off: Take advantage of flexible time off to recharge and maintain a healthy work-life balance.
Holiday Pay: Celebrate holidays with paid time off, allowing you to relax and spend quality time with loved ones.
Career Advancement Opportunities: Grow your career with us through various development programs and advancement opportunities.
Training and CPE Credits: Access ongoing training and continuing professional education (CPE) credits to enhance your skills and stay current in your field.
Pet Insurance: We care about your furry family members too! Get peace of mind knowing your pets are covered for unexpected vet bills.


Why Join Us? At Brixey & Meyer, you'll be part of a dynamic team that values your expertise and fosters growth and development. You'll have the opportunity to work with a diverse client base, tackle new challenges, and make a real impact in our firm and the community. Plus, you'll enjoy a supportive work environment where fun is encouraged, and your contributions are celebrated.



Ready to Join Us? If you're ready to take the next step in your career and be part of something great, we want to hear from you! Apply now and let's build a brighter future together at Brixey & Meyer.



Brixey& Meyer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.



We do not accept unsolicited resumes or candidate submissions from external recruitment agencies. Unsolicited resumes and submissions will be considered the property of Brixey & Meyer and will not be subject to any placement fees.




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Keywords: Brixey & Meyer, Noblesville , Retirement Plan Administrator, Other , Dayton, Indiana