Job Summary:

FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various clients who have engaged FiduciaryxChange to serve as the Named Plan Administrator and Named Fiduciary. The goal and objective of the committee is to oversee the operation of each plan to make sure, on an ongoing basis, the plan is operating according to the plan document, Internal Revenue Code, and ERISA.

Location: The position will be ideally be in Lexington, KY, Dubuque, IA or Pittsburgh, PA location. Remote candidates may also be considered.

Responsibilitis & Duties:

Responds to plan sponsor and participant questions
Assists in servicing accounts and overseeing participant requests
Assist in monitoring support and team emails
Prepare, maintain, and submit recordkeeper access forms for assigned plans
Payroll uploads for Assigned Plans
Monthly Monitoring for Assigned Plans
Force out monitoring and processing and confirmation
Annual Validation Forms
YE Compliance Testing Review and any necessary correction confirmations
Provides information for annual 5500 audit
Signs 5500 and assists with SPY RFS to sponsors
Prepares Annual Plan Assessments
Prepares year end oversight documents
Completes 404(a)(5) and 408(b)(2) assessments
Provides information for annual 5500 audit
Plan Notice Management
Completes annual and interim notices and disclosures via Plan Notice-Assigned Plans

Skills & Abilities:

Bachelor’s Degree from an accredited university preferred
2+ years of Qualified Plan Experience
Preferred certification(s) QKA, CPFA, CkP, AIF
Strong interpersonal skills
Excellent oral and written communication skills
Ability to organize, prioritize, and manage multiple tasks within established timeframe
Excellent analytical and critical thinking skills
Exceptional skills in Microsoft Office Suite, Excel, preferred. Being familiar with Microsoft Word and Adobe Acrobat a plus