Junior Retirement Plan Administrator, (KGA)

Description: • Karel-Gordon & Associates, (KGA), a Strongpoint Partner, is seeking a skilled Junior Retirement Plan Administrator who will take full ownership of a caseload of small defined contributions plans. • The right candidate will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of compliance testing, and possess a detail-oriented, client-focused approach. • This position offers an excellent opportunity for a self-starter who thrives in a remote work environment and is excited to grow with a firm that values innovation and excellence in client service. • PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary locations of our client teams, preference will be given to those in the Central and Eastern time zones. • Administer full-cycle (A-Z) plan operations with the support of a team that works on distributions, annual report and required Forms preparation, vesting updates and initial year end plan data scrubbing. • Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4). • Coordinate year-end valuations and interpret plan documents. • Reconcile plan assets and complete trust accounting tasks. • Import and manage census and participant data. • Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction. • Communicate with clients on plan administration issues with clarity and professionalism. • Leverage internal systems and technology to streamline processes and improve accuracy. • Other duties as assigned. Requirements: • Administer full-cycle (A-Z) plan operations with the support of a team that works on distributions, annual report and required Forms preparation, vesting updates and initial year end plan data scrubbing. • Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4). • Coordinate year-end valuations and interpret plan documents. • Reconcile plan assets and complete trust accounting tasks. • Import and manage census and participant data. • Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction. • Communicate with clients on plan administration issues with clarity and professionalism. • Leverage internal systems and technology to streamline processes and improve accuracy. • Other duties as assigned. Benefits: • Flexible Workplace • Competitive PTO • Inclusive Environment • Development Opportunities • Comprehensive Benefits • Workplace Perks Apply tot his job Apply To this Job