Retirement Administrator

As the Retirement Administrator, you will…

• Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients
• Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DOL regulations.
• Assist clients in meeting all IRS and DOL deadlines necessary for qualified retirement plan
• Assist clients with Service and IRS Plan terminations
• Provide effective verbal and written communications in a clear, concise and informative manner
• Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
• Review or perform, as needed, the annual testing for plans (ADP Testing, ACP Testing, Top Heavy Testing, Coverage Testing, General Nondiscrimination Testing, etc.)
• Review distribution and loan paperwork and coordinate processing of distributions with asset holder
• Review or prepare Form 5500 and coordinate with plan sponsor to help ensure timely filing
• Assist auditors if a plan is subject to an audit
• Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)
• Preparare plan documents, amendments, and forms (5500, 1099-R, 945, 8955-SSA, 5330, and other government forms) for defined contribution plans, defined benefit plans, and welfare benefit plans
• Assist with other tasks and projects as assigned
• Responsible for protecting, securing, and proper handling of all confidential data to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information

As the Retirement Administrator, you will have…

• Unparalleled work ethic
• 3-5 or more years ERISA experience in the retirement industry
• Experience in analysis of financial data
• Strong Word, Excel, and Outlook skills
• Strong written and oral communication skills
• Strong analytic mentality associated with problem solving skills
• Strong organizational skills
• Strong interpersonal skills
• Extreme attention to detail with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters
• Ability to define priorities and to handle multiple tasks and projects, with minimal direction
• Adaptability; able to change focus quickly
• Ability to work under pressure; maintain problem-solving attitude

Exceptional candidates will have…

• Experience with Union plans
• QKA (Qualified 401(k) Administrator) or QPA (Qualified Pension Administrator) certification via ASPPA (or be willing to obtain) is preferred

Benefits

We strive to provide a work/life balance that fits for each and every one of our employees. We are pleased to present a comprehensive benefits package that makes being employed by Spectrum more than just work. Below are some of the benefits we offer.

• Competitive compensation
• Insurance, including health, dental and vision, that begin on day one
• 18+ days of paid time off and 6 paid holidays
• Parental leave, family care leave, and additional paid incentive days
• 401(k) plan with company match
• Client referral and performance bonuses

About the Company

Spectrum Pension & Compensation, Inc. was founded in 1994 with the purpose of assisting employers in the Hudson Valley with employee benefits including retirement plans, health insurance, and life insurance. With most of these companies and their accountants relying on service providers that were not local and provided customer service through an 800-number with a representative located far from their businesses, there was a need to provide prompt, courteous, local assistance.

Spectrum specializes in providing comprehensive retirement planning services, including plan governance consulting, retirement plan design and implementation, recordkeeping, third-party administration, fiduciary investment advisory services, and participant education. The company also offers ESOP consulting, recordkeeping, and administration, as well as executive compensation program design and implementation.

Spectrum continues to strive to treat our clients in a professional, prompt, and courteous manner and pride ourselves on treating others as we would like to be treated.

Spectrum is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics.

Spectrum does not accept unsolicited referrals for vacancies, and any unsolicited referral will become the property of Spectrum Pension & Compensation, Inc. and Visions Human Resource Services, LLC. Upon hire, no fee will be owed to the agency, person, or entity.

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