Are you passionate about retirement plan administration? Have experience working at a TPA servicing Defined Contribution/401(k) Plans? Familiar with Relius? If you answered yes, KB Pension Services has the perfect role for you!
About Us:
KB Pension Services, founded in 1997, is a leader in retirement plan administration with both local and remote employees nationwide. We are based on the sunny west coast of Florida, known for its beautiful beaches and vibrant arts community. We offer opportunities for both remote and onsite work.
Why KB Pension Services?
Comprehensive Benefits: Our benefits package includes a medical option at no cost to employees, along with dental, vision, a 401(k) plan, flexible spending accounts, life insurance, LTD, and AD&D. We also offer 10 days of PTO and 7 paid holidays.
Professional Growth: We support continuing education and internal advancement, helping you deepen your knowledge or prepare for leadership roles.
Collaborative Environment: Our teams engage in weekly staff meetings and ongoing training to ensure excellence in administration.
Key Responsibilities:
Manage a dedicated book of business, ensuring comprehensive administration of each caseload.
Perform census and asset reconciliation, contribution allocations, non-discrimination testing, valuation reporting, distributions, and Form 5500 filings.
Communicate effectively with clients and team members to ensure smooth plan operations.
What We’re Looking For:
Experience: Minimum 3 years of retirement plan administration in a TPA environment.
Technical Skills: Proficient in administration software (Relius preferred) and strong MS Excel skills (including VLOOKUP and pivot tables).
Analytical Skills: Proven reconciliation skills and ability to read and understand Plan Documents and investment statements.
Communication: Strong verbal and written communication skills.
Organizational Skills: Excellent organizational and time management abilities.
Preferred Qualifications:
ASPPA or NIPA credentials are highly preferred, such as: Retirement Plan Fundamentals (RPF) certificate, Qualified 401(k) Administrator (QKA) credential, Qualified Pension Administrator (QPA) credential, and the Certified Pension Consultant (CPC) credential.
Minimum of a high school education required. Some college education or secondary training preferred.
If you are ready to advance your career in retirement plan administration and want to be part of a supportive and dynamic team, apply now to join KB Pension Services!
Flexible work from home options available.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Accounting
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