Career Opportunities

Please email any submissions to employment@americas401k.com.

Plan Administrator

Job Summary

The 401(k) Plan Administrator will service a caseload of small to medium sized 401(k) and profit sharing plans on the ASC system. The Plan Administrator will have a thorough knowledge of the legal and regulatory environment and have experience consulting on plan design and operation for plan sponsors in order to meet the clients’ needs.

Primary Duties and Responsibilities:

  • Collecting and analyzing annual employee census information to conduct non-discrimination testing and to determine eligibility and vesting
  • Monitoring and testing of plans to ensure compliance
  • Reconciling and verifying recordkeepers’ annual activity
  • Oversee and Administer the daily requests received by plan sponsors
  • Preparing and Reviewing annual valuation reports
  • Reviewing and Authorizing plan loans and distributions
  • Consulting on plan documents, design and plan operation
Knowledge, Skills and Qualifications
  • Minimum 3 years’ experience in the qualified retirement plan industry
  • Excellent verbal and written communication skills
  • Experienced with the Microsoft Office Suite and specifically Excel
  • Capability of being an effective team player
  • Highly Motivated, organized and detail oriented
  • Knowledge of the ASC compliance and Recordkeeping system a plus
  • Industry designations a plus
Compensation commensurate with experience
Employer-matching 401(k) Plan
Subsidized Employee Health/Dental Insurance
Generous Paid Time Off

Plan Document Specialist

Job Summary

The Legal Assistant/Plan Document Specialist will be responsible for the preparation and maintenance of qualified retirement plan documents using the ASCi system. Types of documents include 401(k) profit sharing, profit sharing, target benefit, money purchase pension, defined benefit pension, cash balance and ESOPs. The Legal Assistant/Plan Document Specialist will have or develop a thorough knowledge of the legal and regulatory environment involving qualified retirement plans and be involved in consulting on plan design and operation.

Primary Duties and Responsibilities:

  • Prepare qualified retirement plan documents, including plan, SPD, Board resolutions and other documents required for establishment of qualified retirement plan.
  • Prepare plan amendments with corresponding Summary of Material Modifications.
  • Prepare and submit IRS Applications for Determination, if applicable.
  • Review and interpret qualified retirement plan document provisions.
  • Prepare and submit EPCRS applications on behalf of clients.
Knowledge, Skills and Qualifications
  • At least 2-year degree
  • Experience with Microsoft Office Suite
  • Verbal and written communication skills
  • Organized and detailed oriented
  • Experience in qualified retirement plan administration, accounting and/or plan documents
Compensation commensurate with experience
Employer-matching 401(k) Plan
Subsidized Employee Health/Dental Insurance
Generous Paid Time Off