Job Description

ASSOCIATE CONSULTANT / RETIREMENT PLAN ADMINISTRATION

Spectrum Pension Consultants, Inc. (http://www.spectrumpension.com/about-us) is seeking an experienced and motivated associate consultant to join our team. The Plan Administration specialist role focuses primarily on retirement plan administration and compliance for our professional service teams. Responsibilities include managing the annual administration process and plan document maintenance for approximately 125+ client retirement plans (primarily defined contribution / 401(k) plans). Successful execution of this role will include collaboration with other service team members, other plan administration specialists, and outside partners.

ESSENTIAL FUNCTIONS

• Annual Client Data Collection and Database Updates

• Contribution Calculation

• Routine Compliance Testing

• Trust Accounting

• Form 5500 Preparation and Filing

• Annual Management Reports

• Preparation of Retirement Plan Documents, including Amendments

ADDITIONAL RESPONSIBILITIES MAY INCLUDE

• Basic retirement plan recordkeeping support

• New client origination and transition support

• Plan sponsor and participant support services

• Other support duties as needed

QUALIFICATIONS

• Bachelor's Degree (preferably in a professional or technical field: accounting, finance, engineering, mathematics etc.)

• 1-2+ years of related work experience

KNOWLEDGE AND SKILLS

• Understanding of retirement plan administration processes and functions

• FIS Relius Administration, FIS Relius Documents, FIS Relius Government Forms, Crystal Reports a plus

• Microsoft Dynamics 365 CRM, DocuSign a plus

• Microsoft Office 365 productivity software (Outlook, Excel, PowerPoint, Word, Teams, OneNote)

• NIPA or ASPPA credentials (e.g. QKA) a plus

Telecommute options available for experienced candidates

Company Description

Incorporated in 1978, Spectrum Pension Consultants, Inc. (Spectrum) is a B2B consulting firm, which specializes in delivering benefit plan administration and outsourcing, business solutions, and management consulting services to employer organizations. As Tacoma, Washington's oldest pension consulting firm, Spectrum has worked for thousands of employer organizations over the years. Spectrum is one of the largest independent service providers of 401(k) plans in the Pacific Northwest, and the only daily valuation independent recordkeeper in Tacoma, Washington. While our firm's roots are in the Puget Sound Region, Spectrum's diverse Client roster today extends across the country. Spectrum's benefit plan outsourcing services include ERISA and Non-ERISA plans arrangements, of both defined contribution and defined benefit plan types. Benefit plan outsourcing services are delivered to clients under a fee-based open architecture platform, which is free of proprietary investment requirements. As ERISA plan experts, we help employers meet their fiduciary obligations through our ongoing consultative process and advanced reporting. In addition, we work directly with independent investment advisors, most of whom will engage with employers as plan fiduciaries. Spectrum's consulting services are project-oriented and scoped to each client’s unique objectives. Consulting focus areas include benefit plan design, compensation and rewards management, merger and acquisition support, process analysis, skills assessments and behavioral inclinations, strategy development, and technology solutions. We invite you to learn how we can help your organization.