Retirement Plan Administrator
Franfund Inc
- Fort Worth, TX
- Permanent
- Full-time
- 401(k)
- Company parties
- Competitive salary
- Dental insurance
- Free food & snacks
- Paid time off
- Vision insurance
- Maintain a designated number of 401(k) Plans
- Initiate and respond to basic client communication and inquiries
- Document all plan transactions during the year (loans, distributions, rollovers, contributions)
- Perform annual review process for all assigned plans
- Prepare plan financials and 5500 with all schedules
- Determine eligible employees based on census
- Prepare and send work product
- Invite clients to electronically sign 5500 and follow-up as needed
- Gather, record, and track receipt of all year-end documents
- Other projects and duties as needed
- Advanced typing and data entry skills
- Proficiency in Microsoft Office Suite with intermediate to advanced skills in Excel
- Strong analytical and mathematical skills
- Work well in a high-volume production environment
- Demonstrate critical thinking abilities and exercise judgment when needed
- Excellent customer service skills with high attention to detail
- Prioritize workload based on department requirements and customer needs
- Ability to multi-task in other areas of the unit
- Positive attitude and team-oriented
- 3+ years financial industry experience
- Retirement Plan industry experience is a plus