Benefits Specialist

We are a leading third-party administration firm specializing in retirement plans, established in 1989. Our firm maintains relationships with over 400 retirement plans, offering a personalized, one-on-one approach to assisting plan administrators and sponsors. We pride ourselves on our commitment to delivering top-tier service and innovative solutions in the retirement plan industry.

Position Overview:

We are seeking an entry-level Benefits Specialist to join our team. This position is ideal for individuals with a foundational understanding of retirement plans who are eager to build their expertise in plan administration. The Benefits Specialist will play a key role in managing compliance-related tasks, calculating contributions, determining plan distributions, and preparing essential reports.

Key Responsibilities:

• Technical Knowledge: Apply basic knowledge of retirement plans to assist with plan administration and client inquiries.
• Compliance Reporting: Assist in the completion of compliance-related reports, ensuring accuracy and compliance with relevant regulations.
• Plan Distributions: Determine plan distributions in accordance with plan documents and regulatory requirements.
• Contribution Calculations: Calculate plan contributions, including matching and profit-sharing contributions, based on plan specifications.
• Form 5500 Preparation: Prepare and review Form 5500 and other required filings, ensuring timely and accurate submission.
• General Plan Knowledge: Maintain a working knowledge of plan documents, compliance requirements, and industry best practices to support daily tasks.
• Client Support: Provide general support to clients, answering questions and addressing concerns related to their retirement plans.

Qualifications:

• Bachelor’s degree in a related field or equivalent experience.
• Basic understanding of retirement plan administration and compliance.
• Proficient in Microsoft Excel, Word, and Outlook.
• Strong attention to detail and accuracy.
• Ability to manage multiple tasks and meet deadlines.
• Excellent communication and organizational skills.
• Willingness to learn and develop skills in retirement plan administration.

Preferred Qualifications:

• Prior experience in retirement plan administration or a related field is a plus.
• Familiarity with compliance reporting and Form 5500 preparation is advantageous.

Benefits:

JRBT offers competitive pay and a full benefits package. Total benefits package includes medical, dental, vision, life and disability insurance as well as a 401(k) plan and Paid Time Off.

Job Details:

This position is onsite, non-exempt

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