• 3-5 years of A-Z retirement plan administration experience.
• Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing.
• ASPPA and/or NIPA credentials preferred.
• Experience with Relius ASP software strongly preferred.
• Excellent verbal, written, analytical, organizational skills and keen attention to detail.
• Excellent customer service skills.
• Strong math and/or accounting skills.
• Strong initiative, integrity, self-motivation, and results orientation.
• Ability to organize, set priorities and meet deadlines.
• Strong MS Office experience, especially Excel and Word.
• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible Workplace
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Flexible PTO
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Inclusive Environment
• Growth Opportunities – Support for ongoing learning and career development.
• Growth Opportunities
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.