Job Description

JOB RESPONSIBILITIES:

·         Maintain a caseload of ≈50-70 DB/DC plans depending on experience/performance

·         Provide effective and timely verbal and written communication in a clear, concise, and informative manner to clients and financial advisors

·         Assist the client with all initial and ongoing plan questions

·         Assist the client in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plans

·         Prepare plan distribution and loan paperwork

·         Perform annual compliance testing and corrections as necessary

·         Prepare Trust Accounting and other required annual reports

·         Prepare and/or review IRS Forms 5500 and all related schedules

EDUCATION, SKILLS, AND EXPERIENCE:

·         Four-year college or university degree in accounting, finance or other business-related field

·         2+ years of experience as an ERISA DB/DC plan administrator

·         Experience with FT Williams software preferred

·         Advanced knowledge of the Internal Revenue Code as it relates to compliance testing, Forms 5500, plan design, and plan document interpretation

·         Proficiency in Microsoft Office 365 productivity software

·         Strong mathematical, analytical, and computer skills

·         Excellent verbal and written communication skills

·         Work well in a team environment; team player

·         Detail oriented, organized, accurate; ability to self-check work

·         Excellent research and problem-solving skills

·         ASPPA or NIPA Designations preferred but not required

Company Description

Integrity Pension Services, LLC (http://www.integritypension.com) is a third-party administration firm located in Las Vegas, NV that provides plan design, administration, representation, and consulting to our clients across the nation. We are seeking a full-time, experienced, and organized professional to add to our team that can manage a caseload of plans independently and communicate directly with clients, brokers, advisors, and a variety of financial intermediaries.