Plan Administrator

Pollard & Associates (Pollard), a Strongpoint Partner, is seeking an mid-level Plan Administrator. The Plan Administrator is responsible for overseeing a caseload of clients, including managing annual workflow/administrative deadlines, compliance testing, contribution calculations, government reporting, and responding to day-to-day client inquiries.  This position will perform all levels of compliance testing and government reporting, and provide guidance to clients on plan design, contribution structure, and evolving legislative requirements.  This is a great opportunity for a motivated candidate who wants to further their knowledge of qualified plan design, compliance and administration, and support all sides of a growing financial services firm. This individual must have strong project management skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.

What you'll do:

• Independently manage a caseload of 60-75 401(k) and cross-tested plans of A-Z administration (exclusive of loan & distribution processing & plan documents/amendments).
• Maintain industry knowledge and share information with client and team members
• Keep up to date with changing 401(k) legislative requirements
• Provide superior client service, responsiveness and communication
• Utilize administration systems (FT William) and other technologies to maximize efficiencies
• Read and interpret legal plan documents and amendments
• Discuss plan design changes and options with clients
• Review and import census data and reconcile participant account data, including “receivable” contributions
• Perform and understand ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
• Coordinate year-end valuation and government reporting, including asset reconciliation/Trust Accounting for plans maintained on recordkeeping platforms

Who you are

• 10+ years of retirement plan experience
• Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
• Familiarity with cross-testing concepts
• Ability to perform accrual-based trust accounting for Form 5500 purposes
• Proficiency in MS Office, including Word, Excel, Outlook
• Experience with FT William preferred but not required
• Ability to utilize and keep current CRM software
• Organized individual able to set priorities, meet deadlines, and be detail-oriented
• Exceptional approach to client service focusing on communications, timely solutions, and client needs
• Team player, collaborative, able to work with and through others
• Strong verbal and written communication skills internally and externally
• Ability to work well under pressure with multiple priorities and deadlines
• Excellent analytical and problem-solving skills; strong math and/or accounting skills
• Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team
• ASPPA and/or NIPA credentials preferred, or willingness to work towards credentials