Retirement Plan Administrator
Company: Brixey & Meyer
Location: Cincinnati
Posted on: October 30, 2024
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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.
PI27a5fa731acc-25660-35893452
Keywords: Brixey & Meyer, Cincinnati , Retirement Plan Administrator, Other , Cincinnati, Ohio
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