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Posted 5/13/2008 - Expires 7/13/2008
DC Plan Administrator (Lincolnshire, IL)
Midwest Benefit Consultants, Ltd., a TPA in Lincolnshire, IL is looking for a plan administrator with considerable experience in all aspects of “hands on” DC administration. Attention to detail, prior experience, and knowledge of the Datair system are required. Compensation and benefits are competitive and will be based on prior experience. Our office is highly technical, the work atmosphere is casual, and we offer summer hours to our employees. We also will consider flex hours to accommodate special family circumstances.

Please e-mail my office at sschoenbrun@mbcltd.net if you have an interest.

Posted 3/30/2008 - Expires 5/30/2008
Retirement Plan Administrator (Bloomington, IN)

Indiana Benefits, Inc., is a small privately-owned TPA firm located in Bloomington, Indiana. We are seeking a full time Administrator with a minimum of 2 years of experience in balance-forward defined contribution plan administration. We use Datair plan administration software. We are committed to providing excellent service and quality work to our clients.

Job duties and responsibilities:
This position is responsible for all aspects of DC/401(k) plan administration including: interpreting plan documents, calculating allocations, compliance and testing (ADP/ACP testing; understanding of and ability to apply IRC 402(g), 410(b) and 415, trust accounting and asset reconciliation, preparing annual valuation reports and government forms, assisting with conversions from one investment platform to another and maintaining client and professional relationships. You will also assist in training less experienced employees to encourage their growth at IBI.

Also helpful would be: an understanding of 401(a)(4) cross-testing, any experience with the preparation of plan documents and amendments and any experience researching questions (i.e. using Benefitslink, TagData, CCH or other resources).

The majority of our clients are on investment platforms, such as American Funds, John Hancock, ING, etc. and are handled on a balance-forward basis in our office. We also service some ESOP's, DB and Cash Balance DB/DC combo plans.

Education and experience requirements:
4 year B.A. degree
2+ years experience in balance-forward defined contribution plan administration
MS Office proficiency
Datair administration software experience (helpful, but not required)
Retirement plan credentials (i.e. QKA, QPA) would be a plus

Technical skills and personal qualities:
Positive attitude and good personality
Excellent communication and customer service skills
Good organizational and problem solving skills
Detail oriented
Good math skills
Self motivated - ability to work independently as well as in a team environment
Conscientious and responsible

Salary and benefits:
Good compensation - starting pay will be commensurate with experience and knowledge
Paid overtime
Health insurance allowance (we're too small for a group plan)
Safe harbor non-elective 401(k) plan with profit sharing contributions
Paid vacation (including closing the office between Christmas and New Year's) and normal holidays
Paid sick/personal days
Reimbursement for continuing education programs and credential pursuit
Reimbursement for professional dues

Continuing education:
IBI supports continuing education for all full time staff. This includes sharing knowledge within our firm, as well as participating in webcasts, off-site continuing education and encouraging staff to participate in ASPPA educational/professional designation programs.

Our firm:
We are a privately owned TPA firm located in Bloomington, Indiana and have been in business for over 26 years. After 16 years at our previous location, we've just moved to a new location that provides comfortable workspace and room for our continued growth. Parking is provided on site.

Our specialty is providing TPA and consulting services to small and mid-sized plans. Almost all of our clients come to us by referral - we're only as good as our reputation. We try to be as "user-friendly" to our clients as possible. During normal business hours, our phones are answered by a human being and our clients really appreciate the service and respect that they receive from us. Many of our clients have been with us for over 20 years. We have an excellent reputation in our operating area and maintain good relations with the IRS TE/GE agents who cover our area.

With the exception of conducting an occasional employee or enrollment meeting, we try to avoid direct contact with plan participants. This helps reduce our daily stress levels and lets us focus on our normal servicing of plans. We attempt to keep overtime to a minimum. When it's needed, we pay for it (1.5 times your normal rate).

We work together as a team - sharing knowledge, expertise and help when another staff member needs it. Dress is business casual and our normal business hours are 9 to 5 Monday through Friday. To provide a healthy work environment, we prohibit the use of any scented products or tobacco products on company property.

Our location:
Bloomington is a college town (Indiana University) located 50 miles south of Indianapolis. Cultural, educational, and recreational opportunities are abundant. From Bloomington, you can drive 1 hour to Indianapolis, 1.5 hours to Louisville, 2 hours to Cincinnati 3.5 hours to Chicago or 66.5 hours to Anchorage, Alaska. For more information about the Bloomington area, go to http://www.visitbloomington.com/.

If you are interested in this position, please mail (please put "IBI Job" in the subject line) or email a resume, salary history and salary requirements to:
 
Peter Gould, President
Indiana Benefits, Inc.
P.O. Box 6207
Bloomington, IN 47407-6207
pg@indianabenefits.com
(812) 334-3122

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seeking employment in the employee benefits field.

DATAIR Employee Benefit Systems, Inc. makes no representations about the companies or positions listed. The listing company is solely responsible for the accuracy of the information provided.