We are currently seeking a talented and enthusiastic individual to join our Retirement Plan Administration Department. This team specializes in providing services to develop employee benefits programs that meet our client’s needs. Our services go beyond implementation. We continue to monitor and analyze our client’s benefits program and make recommendations to keep them current, competitive, cost-effective, and in full compliance with regulatory requirements.
With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones.
We want to help you build a career fit for your life.
If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.
Responsibilities
· Prepare Forms 5500 and related schedules
· Responsible for plan administration, including trust accounting and other related projects
· Possess technical skills that are required to perform allocations and compliance testing for qualified plans, including ADP/ACP discrimination testing, top heavy testing, 409(p) and 415 testing
· Perform ERISA research relating to employee benefit plans and payroll issues
· Prepare employer contribution calculations using various allocation methods (i.e. pro-rata, permitted disparity, and cross-tested formulas)
· Respond to client questions or inquiries in a timely manner
· Draft and develop client communications
· Identify and communicate opportunities/issues with superior
Required
· Bachelor’s Degree in Accounting, Finance, Business Administration or related field
· 2+ years of applicable experience with retirement plans
· Knowledge of ERISA and IRS regulations pertaining to retirement plans
· Ability to understand plan document language
Preferred
· Experience with Employee Stock Ownership Plans (ESOPs)
· Experience with Relius software
· 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)
· ASPPA, CEBS, or NIPA certification(s)
· QKA certification or actively working towards it
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