Plan Administrator - Qualified Plan Administration & Consulting

Company: Clark Schaefer Hackett
Location: Cincinnati
Posted on: January 16, 2022

Job Description:

Plan Administrator - Qualified Plan Administration & Consulting

Position Summary:
Provide qualified plan administration services to Clark, Schaefer, Hackett clients and assist clients with any of their qualified plan related issues.

Essential Job Function / Responsibilities:
With help from a Senior Qualified Plan Administrator, Manager, Principal or Shareholder, provide assistance to participants, clients and brokers with regard to their qualified plan related concerns.
Place, receive and respond to phone calls to/from participants, clients and brokers with regard to qualified plan concerns.
Prepare plan administration reports, with assistance, on a monthly, quarterly, semiannual and/or yearly basis as required.
Assist clients with contribution allocations.
Assist clients with non-discrimination testing
Assist clients with the preparation of retirement plan documents
Assist new clients, with help from a Senior Qualified Plan Administrator, Manager, Principal or Shareholder, with issues related to qualified plan conversion.
Assist clients with participant distributions

Secondary Job Responsibilities:
Attend continuing education courses to maintain and improve qualified plan administration knowledge.
Act as a resource for Department and other Clark, Schaefer, Hackett & Co. staff as needed.
Organize, prioritize & maintain individual workload in an efficient manner.
Meet chargeable hours goals.
Perform other duties as required and assigned.

Education & Experience:
A bachelor's degree in Finance, Accounting, Economics, or Mathematics.
A minimum of two (2) years of qualified plan administration experience (preferred)
Evidence of having passed the ASPA PA1A & PA1B tests preferred (preferred).

Competencies/Skills/Abilities:
Strong organizational skills.
Excellent interpersonal skills.
Excellent oral and written communication skills.
Ability to multitask.
Excellent attention to detail.
Willingness to work in a team environment.
Ability to focus.
Experienced with and ability to use MS Word, Excel and other software used by the Department.
Flexibility to work overtime and weekends when necessary.
Ability to travel to all other office and/or client locations.
Ability to work independently.
Self-motivated.
Ability to prioritize and meet deadlines.
Excellent analytical skills.

Clark Schaefer Hackett is a results-driven advisory and accounting firm. We are forward-thinking. We are innovators and problem solvers, and we optimize business results in financial, technology, workforce, and operational areas. We are passionate about helping clients succeed-and strive to be a catalyst for growth and innovation.

Keywords: Clark Schaefer Hackett, Cincinnati , Plan Administrator - Qualified Plan Administration & Consulting, Professions , Cincinnati, Ohio