This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
We are looking for an Operations Analyst to join a thriving Third Party Administration firm in the Horsham, Pennsylvania area. In this role, you will provide comprehensive support for defined contribution plans, ensuring compliance, accuracy, and exceptional service for clients. This position offers a collaborative environment where growth and development are highly encouraged.
Job Responsibility:
Perform full compliance and administrative services for defined contribution plans, including 401(k), profit sharing, and money purchase pension plans
Conduct asset and trust reconciliations to ensure accurate financial records
Execute compliance and nondiscrimination testing, such as coverage, top-heavy, and 415 limits
Reconcile employee census data and calculate contributions and allocations, including employer match and safe harbor
Prepare valuation and compliance reports to meet regulatory standards
Complete governmental filings, including Forms 5500, 8955-SSA, and 1099-R
Address and correct compliance violations through appropriate correction methods
Provide support for large plan audits and assist with filer requirements
Collaborate with colleagues, plan sponsors, and recordkeepers to achieve client retirement plan goals
Consult on plan design options and compliance matters to ensure optimal client outcomes
Requirements:
Bachelor’s degree in finance, accounting, or business-related field
Minimum of three years of experience in defined benefit analysis within a defined contribution company
Proficiency in managing defined benefit and defined contribution plans
Advanced skills in Microsoft Excel for data analysis and reporting
Strong attention to detail and ability to maintain accurate records
Excellent interpersonal and communication skills to collaborate effectively with stakeholders
Familiarity with governmental filings, including Form 5500 and related documentation
Ability to work independently while contributing to a team-oriented environment