Passion for success is where it all starts. At Boulay we inspire remarkable careers focused on building your talents and celebrating your successes. We equip you with a professional/work/business environment, helping you grow personally and professionally. Our style fosters honest, down-to-earth, long-term relationships that provoke open dialogue among colleagues and delivers innovative ideas and services to our clients.
The Retirement Plan Director is responsible for department oversight of retirement plan administration, testing, and compliance and may participate in special projects requested by clients. Additionally, this position will lead the Retirement Plan Administration team by helping foster team structure, processes, and individualized development.
- Review census information imports and asset information in preparation of all annual testing
- Review Forms 5500 and related schedules
- Review and delegate trust accounting projects and other related tasks
- Review and possibly perform annual compliance testing (i.e. ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing)
- Oversee and delegate plan administration duties
- Possess technical familiarity with plan rules regarding distributions, loans, and hardships while keeping current with laws and regulations
- Perform ERISA research relating to employee benefit plans and payroll issues
- Review employer contribution calculations using various allocation methods (i.e. pro-rata, permitted disparity, and cross-tested formulas)
- Initiation, manage and respond to client communications or inquiries
- Proactively coordinate, plan, and schedule workflow for effective engagement management within budgets
- Collaborate cross-departmentally to gather information and resolve client matters
- Prepare billing invoices, review WIP, invoices, and billing entries as requested
- Assume role of Primary Advisor for assigned team members aiding in their professional development
- Bachelor’s Degree in Accounting, Finance, Business Administration or related field; 10+ years of applicable experience
- Experience with Forms 5500 and 1099-R and proficiency with preparation
- Experience with compliance testing (including ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing)
- Knowledge and understanding of ERISA and IRS regulations pertaining to retirement plans
- Ability to be flexible to changing circumstances and client needs
- Ability to creatively solve problems and analyze client data
- Strong attention to detail applying accounting concepts and theory
- Strong interpersonal skills, a team-based attitude, and a desire to collaborate
- Experience with Relius software or Retirement Plan-specific software
- Experience with Employee Stock Ownership Plans (ESOPs)
- Experience with Defined Benefit/Cash Balance Plans
- ASPPA, CEBS, or NIPA certification(s)
To be considered for our team, send your resume and salary requirements in confidence to: resumes@boulaygroup.com