- SNI Financial (Chicago, IL)
- …125 Plan Non-Discrimination Testing Worksheet; gather documents required for annual Form 5500 completion (for Section 125 Plans); review prepared 5500 ... and support employee events related to wellness to bolster employee camaraderie. Retirement Plan Administration a) Gather data required for annual… more
- Robert Half Finance & Accounting (Horsham, PA)
- …Will consider others with appropriate experience. 2+ years of experience in retirement plan consulting. Form 5500 Trust Returns Employee Benefits - ERISA ... Our client is a 50+ year old, well-recognized provider of creative customized retirement plan design, consulting and administration for employers of all sizes… more
- Woodforest National Bank (The Woodlands, TX)
- …a part of one of the largest employee-owned banks in the country! The Retirement Plan Administration Manager will be responsible for the administration of the ... administrator on compliance matters, mandated testing, and audits. Review compliance testing, Form 5500 's, Schedules, and other required forms. . Ensure all… more
- Raymond James Financial, Inc. (Baltimore, MD)
- …for accuracy and quality * Annual compliance testing and employer contribution calculations * Form 5500 preparation and audit support * Participant notice and ... its wholly-owned subsidiaries doing business as NWPS and Northwest Plan Services provide retirement plan ...as NWPS and Northwest Plan Services provide retirement plan administration services, recordkeeping, consulting, actuarial,… more
- HUB International (Indianapolis, IN)
- …Dental, and Vision (PPO, HMO, and HSA) + Comprehensive Wellness Program + 401(k) Retirement Plan + Life and Disability Plans + Vacation, Holiday, Sick, and ... + Service Awards **Here's Where You Come In** The Retirement Plan Administrator is responsible for an...information and review financial records to complete the Federal Form 5500 and necessary schedules following tax… more
- Veolia North America (Houston, TX)
- …DOL and IRS regulations relating to plan audits, financial reporting, government form filings (eg, Form 5500 ), funding notices (SAR/AFN) and reporting, ... are also entitled to participate in an employer sponsored 401(k) plan , to save for retirement . Pay and benefits for employees represented by a union are… more
- Nestle (Solon, OH)
- …service levels of third-party service providers + Review and coordinate filing of Form 5500 and related materials. + Prepare reconciliations and respond to ... + Respond to SSA inquiries + Death administration including searches for Retirement Plan beneficiaries + Search for missing participants and manage stale dated… more
- Ascensus (Atlanta, GA)
- …for specific work duties include: annual/quarterly valuations, compliance testing, financial and government ( Form 5500 ) reporting, plan audit support and ... FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states....multiple tasks. + Review of distributions and loans, testing, Form 5500 and plan documents.… more
- Ascensus (Austin, TX)
- …and knowledge to serve as a resource to internal associates. This position serves as the retirement plan expert on DC and DB plans on combined- plan testing, ... IRS and Department of Labor deadlines necessary for qualified retirement plan + Maintain up-to date knowledge...benefit calculations and distribution paperwork + Review or prepare Form 5500 , draft Schedule SB for actuary,… more
- Robert Half Finance & Accounting (Horsham, PA)
- …at a defined contribution company 3. Strong interpersonal skills 4. Attention to detail Form 5500 Defined Benefit Pension Plan Defined Benefit Plan ... to help Clients maintain and succeed with reaching the goals of their qualified retirement plans Consult on Plan design options Requirements The ideal defined… more
- Blufox Mobile (Plainview, NY)
- …to ensure accurate record keeping and proper deductions. + Administer the 401K Retirement plan and ensure compliance with 401(k) vendors/TPA and manage ... such as health insurance, 401(k) COBRA, Employee Stock Ownership Plan (ESOP), FMLA, Disability & Workers Compensation programs including...compliance testing, preparation, and timely filing of Form 5500 . + Own all activities associated… more
- BlueVoyant (MD)
- …for annual 401(k) year-end discrimination testing and support production of reports for annual Form 5500 reporting + Work with WEX FSA and COBRA administrator to ... their account on the Fidelity site + Distribute mandatory plan documents and notices in accordance with the DOL...as required - ACA filing, Non-Discrimination testing, California Reporting, Form 5500 , etc. + Administer online COBRA… more
- J&J Family of Companies (New Brunswick, NJ)
- …Domestic Benefit Plans, coordinating with external parties including external auditors, and preparing Form 5500 Filings with the Department of Labor * Lead the ... Preparing all Annual and Quarterly SEC Filing Disclosures related to Global Retirement Plans, and Post- Employment Benefits * Responsible for forecasting and… more
- Hunt Electric Corporation (Bloomington, MN)
- …managing plan documents, amendment changes, required notices and filing annual Form 5500 . + Process and verify detail for annual payroll and ... accounts, maintaining accurate records + Manage our two 401(k) retirement plans and our Employee Stock Ownership Plan...tax reporting requirements, ex. Form 1095-C, and Form W-2. + Lead benefit plan administration,… more
- UNUM (Portland, ME)
- …of quarterly and annual financial reporting preparation including annual tax reporting ( Form 5500 and schedules) + Accountable for ensuring that programs ... a manager, with a broader business orientation than the technical aspects of retirement plan design ~IN1 \#LI-SH1 \#LI-HYBRID Unum and Colonial Life are part of… more
- Motrex LLC (Alpharetta, GA)
- …programs. + Coordinate with external benefit vendors, such as insurance carriers and retirement plan administrators, to ensure accurate and timely processing of ... would like to broaden their skill set to include Retirement Plans. Or for someone that currently only handles...compliance requirements including but not limited to non-discrimination testing, Form 5500 's, and ACA reporting. + Investigate… more
- Ball Corporation (Westminster, CO)
- …compliance-related tasks, potentially including assistance with completion of IRS Form 5500 , SARs, updates to Summary Plan Descriptions, coordinates annual ... different areas of Total Rewards, including health and group benefits, retirement benefits, compensation, mobility and executive compensation. These rotations will… more
- WTW (Los Angeles, CA)
- …by managing completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of ... Jury Duty, Military Leave, and Parental and Adoption Leave). ** Retirement Benefits** : Contributory Pension Plan and...Adoption Leave). ** Retirement Benefits** : Contributory Pension Plan and Savings Plan (401k). Certain senior… more
- Truist (Greenville, SC)
- …4. Assist clients in the preparation and filing of government filings including Form 5500 with applicable schedules and Summary Annual Reports. 5. Utilize ... time. 1. Ensure timely, quality, and accurate delivery of the Employee Retirement Income Security Act (ERISA) and employee benefits related administrative compliance… more
- Plante Moran (Detroit, MI)
- … consulting + Compliance testing (ADP/ACP, cross testing, DB/DC combo plans, etc.) + Form 5500 preparation + Collaborating with staff to advise clients on ... best suited to meet client needs and objectives including: + Qualified Retirement Plans Consulting + Actuarial valuations (including standard defined benefit plans… more
