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

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