Warren Averett is seeking to add an experienced Retirement Plan professional to our Benefits Consulting division in our Pensacola, FL office.
Pensacola is the perfect combination of a relaxed beach town and bustling metropolitan center, located along 50+ miles of emerald-green Gulf of Mexico waters and crystal-clear bay areas.
Responsibilities
- Overseeing all facets of administration and annual compliance of qualified plans
- Determination of plan eligibility, benefit or contribution levels, optimum and maximum tax-deductible amounts
- Performance of annual testing to demonstrate satisfaction of IRS coverage and non-discrimination requirements
- Preparation of annual IRS/DOL Form 5500 reports and related schedules
- Preparation and review of participant distribution and loan packages as needed
- Response to consulting and administrative questions from clients
- Tracking and monitoring job progress to ensure that necessary data is requested and received in order to meet compliance deadlines
Requirements
- Minimum of 3 years of experience administering plans and working directly with clients
- Ability to multi-task
- Strong organizational skills
- Superior communication and interpersonal skills
- Excellent analytical, decision-making and time-management skills
- Ability to independently manage workload and prioritize duties
- MS Excel
- Prior experience with Relius Administration software
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
