Boulay
We are seeking an experienced Retirement Plan Administration Manager to join our driven, collaborative and growing team.
Our RPA team provides qualified plan consulting and administration services to ensure our clients' retirement plans are compliant with the IRS and DOL. Assist clients in developing and analyzing competitive benefit programs (ESOP and 401(k) plans).
Essential Functions and Responsibilities
Review census information imports and asset information in preparation of all annual testing
Review Forms 5500 and related schedules
Review and delegate trust accounting projects and other related tasks
Review and possibly perform annual compliance testing (i.e. ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing)
Delegate plan administration duties
Possess technical familiarity with plan rules regarding distributions, loans, and hardships
Keep current with laws and regulations
Perform ERISA research relating to employee benefit plans and payroll issues
Review employer contribution calculations using various allocation methods (i.e. pro-rata, permitted disparity, and cross-tested formulas)
Respond to client questions or inquiries
Initiate and manage client communications
Identify and communicate opportunities/issues with superiors
Proactively coordinate, plan, and schedule workflow for effective engagement management
Collaborate cross-departmentally to gather information and resolve client matters
Leadership Responsibilities
Prepare billing invoices as requested
Act as a trusted and sought-after business advisor to client and peers
Share knowledge, train, and serve as a role model for less experienced staff
Delegate work to less experienced staff based on their knowledge and capabilities
Effectively oversee staff with poise and professionalism during stressful times and peak periods of client work
Requirements
Bachelor's Degree in Accounting, Finance, or related field
6+ years of applicable experience
Experience with Employee Stock Ownership Plans (ESOPs)
QKA or CPA
Solid track record of career achievements and work quality
Experience with Employee Benefits-specific software
Strong technical knowledge of ERISA and IRS regulations pertaining to retirement plans
Experience with Forms 5500, 1099-R, and proficiency with preparation
Experience with compliance testing (including ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing)
ASPPA, CEBS, or NIPA certification(s)
Ability to understand and articulate plan document language
Ability to articulate complex benefit information to clients and internal personnel
In-depth understanding of Employee Benefits trends and issues
Preferred
Experience with Relius software
Benefits
401(k)
Dental insurance
Disability insurance
Employee assistance program
Flexible schedule
Health insurance
Life insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance
Work from home
The annual salary range for this position is: $110,000 - $165,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual's experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.
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Our RPA team provides qualified plan consulting and administration services to ensure our clients' retirement plans are compliant with the IRS and DOL. Assist clients in developing and analyzing competitive benefit programs (ESOP and 401(k) plans).
Essential Functions and Responsibilities
Review census information imports and asset information in preparation of all annual testing
Review Forms 5500 and related schedules
Review and delegate trust accounting projects and other related tasks
Review and possibly perform annual compliance testing (i.e. ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing)
Delegate plan administration duties
Possess technical familiarity with plan rules regarding distributions, loans, and hardships
Keep current with laws and regulations
Perform ERISA research relating to employee benefit plans and payroll issues
Review employer contribution calculations using various allocation methods (i.e. pro-rata, permitted disparity, and cross-tested formulas)
Respond to client questions or inquiries
Initiate and manage client communications
Identify and communicate opportunities/issues with superiors
Proactively coordinate, plan, and schedule workflow for effective engagement management
Collaborate cross-departmentally to gather information and resolve client matters
Leadership Responsibilities
Prepare billing invoices as requested
Act as a trusted and sought-after business advisor to client and peers
Share knowledge, train, and serve as a role model for less experienced staff
Delegate work to less experienced staff based on their knowledge and capabilities
Effectively oversee staff with poise and professionalism during stressful times and peak periods of client work
Requirements
Bachelor's Degree in Accounting, Finance, or related field
6+ years of applicable experience
Experience with Employee Stock Ownership Plans (ESOPs)
QKA or CPA
Solid track record of career achievements and work quality
Experience with Employee Benefits-specific software
Strong technical knowledge of ERISA and IRS regulations pertaining to retirement plans
Experience with Forms 5500, 1099-R, and proficiency with preparation
Experience with compliance testing (including ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing)
ASPPA, CEBS, or NIPA certification(s)
Ability to understand and articulate plan document language
Ability to articulate complex benefit information to clients and internal personnel
In-depth understanding of Employee Benefits trends and issues
Preferred
Experience with Relius software
Benefits
401(k)
Dental insurance
Disability insurance
Employee assistance program
Flexible schedule
Health insurance
Life insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance
Work from home
The annual salary range for this position is: $110,000 - $165,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual's experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.
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