Job Summary:
FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various clients who have engaged FiduciaryxChange to serve as the Named Plan Administrator and Named Fiduciary. The goal and objective of the committee is to oversee the operation of each plan to make sure, on an ongoing basis, the plan is operating according to the plan document, Internal Revenue Code, and ERISA.
Location: The position will be ideally be in one of the Lexington, KY, Dubuque, IA or Pittsburgh, PA locations. Remote candidates may also be considered.
Responsibilitis & Duties:
- Respond to plan sponsor and participant questions
- Assist in servicing accounts and overseeing participant requests
- Assist in monitoring support and team emails
- Prepare, maintain, and submit recordkeeper access forms for assigned plans
- Payroll uploads for Assigned Plans
- Monthly Monitoring for Assigned Plans
- Force out monitoring and processing and confirmation
- Annual Validation Forms
- YE Compliance Testing Review and any necessary correction confirmations
- Provides information for annual 5500 audit
- Sign 5500s and assist with SPY RFS to sponsors
- Prepare Annual Plan Assessments
- Prepare year end oversight documents
- Complete 404(a)(5) and 408(b)(2) assessments
- Provide information for annual 5500 audit
- Plan Notice Management
- Complete annual and interim notices and disclosures via Plan Notice-Assigned Plans
Skills & Abilities:
- Bachelor’s Degree from an accredited university preferred
- 2+ years of Qualified Plan Experience
- Preferred certification(s) QKA, CPFA, CkP, AIF
- Strong interpersonal skills
- Excellent oral and written communication skills
- Ability to organize, prioritize, and manage multiple tasks within established timeframe
- Excellent analytical and critical thinking skills
- Exceptional skills in Microsoft Office Suite, Excel, preferred. Being familiar with Microsoft Word and Adobe Acrobat a plus
Salary Range: $65,000 – $80,000 base salary, based on experience, plus eligibility to participate in company’s bonus program.