Warren Averett is seeking to add an experienced Retirement Plan professional to our Benefits Consulting division.  The ideal candidate will have a minimum of 3 years experience.

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
  • 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 preferred, but not required

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

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