KSOP Senior Administrator

Role Description

Want to use your skills to positively impact a fast-paced, growing business? Looking to advance your career in an entrepreneurial environment?

We are seeking sharp, detail-oriented, dedicated individuals to join our team as KSOP Senior Administrators. KSOP Senior Administrators are responsible for all aspects of retirement plan administration for an assigned group of retirement plans.

Essential Functions

• Manage all aspects of administration for an assigned block of plans.
• Consult with plan sponsors and advisors regarding plan related matters.
• Ability to read and interpret plan documents.
• Calculate employer contributions (including cross-tested contributions).
• Perform all annual compliance testing.
• Calculate and process refunds (including 415 refunds).
• Complete Form 5500, Form 5500-SFs, and Form 5330.
• Assist clients with the correction of operational issues.

Qualifications

• Bachelor's degree preferred.
• 5+ years of A-Z administration is required.
• Experience working “unbundled” with national daily recordkeeping platforms is required.
• Experience with ASC, Relius, Datair, or FT Williams is required.
• Experience with Pension Pro is a plus, but not required.
• ESOP/KSOP knowledge is required.
• Experience using Microsoft Word, Excel, Outlook, and the ability to learn new software quickly.
• Excellent oral and written communication skills.
• Self-starter, detail-oriented, motivated.
• Excellent organization, prioritization, and problem-solving skills.
• QKA professional designation is desired or willingness to obtain.
• Must be able to provide and maintain a distraction-free work environment, a professional workspace, and reliable high-speed internet connection.

Benefits

• Challenging work and a competitive salary.
• Outstanding opportunity for career growth.
• Comprehensive benefits package including:
• Medical, dental, vision, life, disability.
• FSA, HSA with company contribution.
• 401(k) with company match.
• Parental leave.
• Paid time off.
• Education/association dues assistance.
• Support for charitable activities through fundraising and volunteer work.
• Quarterly virtual Happy Hours, Monthly Birthday Celebrations, and Annual Social gatherings.
• Opportunities to join committees: Charitable Action, Employee Engagement, Communications, Process Improvements.
• Potential to earn a Star Award at our annual company meeting.

Company Description

We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOP) and 401(k) Plans. We have offices in Charlottesville, VA, Columbia, MD, Pasadena, CA, Columbus, OH, Westchester, IL, and Maple Grove, MN, although our client base is nationwide. We are the leading ESOP recordkeeping and administration services firm in the country, and we are rapidly growing our 401(k) and defined benefit retirement plan business.