Retirement Plan Analyst (Remote) Job at Affinity HR Group, Inc.
This is a remote position.
Company: Founded in 1991, Acuff & Associates is a third-party administrator (TPA) for 401(k) and other types of defined contribution retirement plans and an actuarial consulting firm for defined benefit plans. We are totally focused on and dedicated to the business of designing and safeguarding your pension or 401(k) retirement plan. We develop and offer our clients administrative services that ensure their plans comply with Internal Revenue Service and Department of Labor requirements and guidelines. Our performance is a testament to the absolute commitment, integrity, and professionalism of our most vital asset – our people. We are led by highly experienced Principals and an ensemble of dedicated and experienced Relationship Managers who are experts in highly specialized disciplines such as 401(k) administration and design, pension plan consulting and design, and compliance services. If you are a high energy, self-driven individual looking for a career home in a dynamic, fast moving organization; we should talk!
Acuff & Associates is seeking an experienced Retirement Plan Analyst. The successful candidate will be responsible for providing technical and competent processing for the administration of Defined Contribution plans. The ideal candidate will have pension/retirement 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 position offers a competitive compensation plan.
Responsibilities: The candidate must:
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Perform annual plan administration for an assigned caseload of medium to large complex plans (asset reconciliation, data reconciliation, employer contribution calculations, annual testing and reporting)
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Review plan documents and ensure provisions are adhered to properly
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Work closely with the Relationship Manager to resolve any compensation and/or contribution discrepancies between the census and the recordkeeping platform
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Perform top heavy, 401(k), 401(m), 410(b), 5500, and 415
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Prepare required governmental filings for assigned caseload
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Prepare reporting that outlines all results from the plan year
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Display a positive, helpful attitude to help create a friendly environment for clients and co-workers
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Ensure the growth of the business and be committed to company’s success
Requirements: The candidate should: Have a minimum of 2 years retirement plan administration experience Hold a Bachelor’s Degree or comparable professional work experience showing increasing levels of responsibility Have the ability to solve complex problems without direct supervision Possess strong financial acumen and the ability to put accounting principles into practice Have superior organization skills with the ability to multi-task, set priorities, schedule, and establish and follow up on deadlines Demonstrate superior interpersonal, written, and verbal communication skills Have the ability to address and resolve issues quickly and efficiently Have proven strong analytical skills, including experience identifying problems and providing effective resolutions Thrive in a team environment and be a strong team player Have technology and computer proficiency in Microsoft Office and Relius software, FT Williams and PensionPro experience strongly preferred ASPPA or NIPA Designation strongly preferred No calls to Acuff & Associates, please. #INDHP
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