Retirement Plan Administration Associate

Boulay is a firm seeking a talented and enthusiastic individual to join their Retirement Plan Administration Department. The role involves providing qualified plan consulting and administration services to ensure compliance with the IRS and DOL, while preparing retirement plan related tax forms and analyzing census data for eligibility.ResponsibilitiesServe as a centralized data management resource for all our internal and external contactsMaintain contact management systems data, plan sponsor and participant web accessManage data links with partner financial institutionsAnalyze plan documents to determine terms, responsibilities, and duties associated with service provided for the planEnsure system specifications reflect written plan documentsManage benefit plan records and information for clientsAnalyze and process census informationReconcile and update participant dataReview selected incoming distribution documentation paperwork for completeness and accuracyAssist in calculating and processing transactions, distributions, and loan requestsManage trust statements and perform trust accountingPrepare Forms 5500 and compile reportsAssist in the evaluation of takeover plans and coordinate related transition of dataAssist with managing deadlines, correspondence, data collection, and retirement plan compliance for clientsRemain actively involved in departmental development of processes and proceduresSkillsAssociate Degree, Bachelor's Degree, or equivalent employment experienceMinimum of 3.0 GPA and a solid track record of academic achievements0-2 years of experienceStrong comfort level with technology and learning new programsAbility to handle sensitive information and maintain confidentialityStrong reading comprehension with complex materialStrong analytical and mathematical skillsStrong computer skills: proficiency in Microsoft Office Suite and ability to effectively use specialized softwareBenefitsBoulay Buddy ProgramPrimary AdvisorPaid Holidays, PTO & Personal timeMentorship ProgramsTraining & Development ProgramsOpen Doors at All LevelsExtensive Benefit OfferingsEmployee Appreciation ActivitiesMedicalDentalVision401kFlexible schedulesHybrid (or remote, as applicable) work environmentPaid time awayCompany OverviewWe help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services. It was founded in 1934, and is headquartered in Eden Prairie, Minnesota, US, with a workforce of 201-500 employees. Its website is http://www.BoulayGroup.com.



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