Job description

Retirement Plan Manager

Build a career fit to your life

We are currently seeking a talented, enthusiastic individual to join our Retirement Plan Administration department as a manager. This role will help oversee retirement plan administration, testing, and compliance and may participate in special projects requested by clients. Additionally, this position will aid in training and development of staff, specifically related to 401(k).

With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 17 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.

Genuine, inclusive, meaningful relationships are the cornerstone of our culture and the key to our firm’s success.

If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, or ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.

Responsibilities

• 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)
• 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
• Assume role of Primary Advisor for assigned team members aiding in their professional development

Qualifications and/or Experience
Required

• A bachelor’s degree in accounting, finance or related field
• 6+ years of business analysis or related experience
• QKA certification
• 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

Preferred

• 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)

Boulay Offers
Flexible Working Hours Hybrid Work Arrangements
Paid Holidays, PTO & Personal time Mentorship Programs
Training & Development Programs Open Doors at All Levels
Extensive Benefit Offerings Employee Appreciation Activities

Job Type: Full-time

Pay: From $85,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Work Location: Remote

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