Retirement Plan Administrator

Bridgewater, NJ

Posted: 03/29/2019 Industry: Employee Benefits & Retirement Services Job Number: OO3.29.1

We are seeking a qualified Retirement Plan Administrator that would like to be a part of a TPA Bridgewater, NJ.


  • Review plan documents, understand retirement plan provisions and accurately apply to client and participant circumstances, including distributions, loans and vesting
  • Contribution calculations. Prepare projected and actual plan contributions. Cross testing experience a plus
  • Recommend and discuss plan design changes with client services manager
  • Review of census data, determine employee eligibility and participation
  • Collect and track necessary information for completion of valuation reports, including working with multiple types of investment providers
  • Complete and review contribution calculations (age weighted, integrated, cross tested, etc.)
  • Reconcile trust assets to participant accounts for 401k plans
  • Perform annual testing including coverage, top heavy and non-discrimination testing
  • Preparation of 5500 Forms, related schedules and other IRS Forms


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