Top Plan Administrator Skills

Below we've compiled a list of the most important skills for a Plan Administrator. We ranked the top skills based on the percentage of Plan Administrator resumes they appeared on. For example, 10.8% of Plan Administrator resumes contained Ensure Compliance as a skill. Let's find out what skills a Plan Administrator actually needs in order to be successful in the workplace.

The six most common skills found on Plan Administrator resumes in 2020. Read below to see the full list.

1. Ensure Compliance

high Demand
Here's how Ensure Compliance is used in Plan Administrator jobs:
  • Prime responsibility was coordination of schedules to ensure compliance with contractual requirements.
  • Perform enrollment follow-up to ensure participant and investments options were accurate; ensure compliance of 401(k) participant files.
  • Managed and tracked the tasks and assignments of over 100 qualified plans to ensure compliance testing and filings were timely.
  • Filed Form 3 and Form 4 with the Securities and Exchange Commission to ensure compliance with Section 16 requirements.
  • Managed correspondence and effectively resolved questions and concerns to ensure compliance with IRS and SEC regulations.
  • Worked with clients on annual audits to ensure compliance with all state and federal regulations.
  • Worked closely with actuaries during annual audits to ensure compliance with all applicable laws.
  • Review of the plan document to ensure compliance with pension laws and regulations.
  • Developed and wrote procedures and processes to ensure compliance with SEC regulations.

Show More

2. Financial Statements

high Demand
Here's how Financial Statements is used in Plan Administrator jobs:
  • Prepared and published Corporate Financial Statements to Local and Global Financial Management.
  • Compile financial statements and reconciled cash related accounts.
  • Generated all required reports and financial statements.
  • Supervised bookkeeping functions and financial statements.
  • Verify that all topside entries are booked accurately and are reflected properly in financial statements and schedules.
  • Satisfied and prepared EGTTRA Legislation & ERISA 5500 reporting requirements and achieved consistency with financial statements.
  • Prepared annual valuation reports, trust financial statements, and government reporting forms.
  • Prepare financial statements, allocate quarterly earnings, & maintain account balance.
  • Processed annual 5500's Processed 1099Rs Reconciled retirement plan financial statements Prepared paperwork for retirement plan distributions

Show More

3. Retirement Planning

high Demand
Here's how Retirement Planning is used in Plan Administrator jobs:
  • Counseled current employees and perspective retirees on issues ranging from retirement counseling and overall retirement planning to medical coverage issues.
  • Coordinate educational seminars for employees on retirement planning and investment options for the Defined Contribution plan and Deferred Compensation Plans.
  • Provided special retirement planning services as well prepared proposal requests and distributed it to financial carriers.
  • Implemented numerous services to clients including web-enabled benefit calculation and retirement planning systems.
  • Created employee retirement planning/financial education program.
  • Computed retirement annuity estimates & prepared retirement planning reports.

Show More

4. Plan Participants

high Demand
Here's how Plan Participants is used in Plan Administrator jobs:
  • Prepared specialized reports of plan participants per client specifications including discrimination and top-heavy testing.
  • Provided benefit applications and benefit information to plan participants on a daily basis.
  • Processed financial transactions and demographic information for plan participants.
  • Prepared and distributed individualized benefit information to plan participants.
  • Respond to requests for equity plan information from plan participants over email, in person or on the phone.
  • Overhauled inbound calls from plan participants and provided detailed information regarding retirement accounts, benefits, and health plans.
  • Calculated the quarterly purchase of stock shares and residual amounts for all plan participants over multiple divisions.
  • Managed 401(k) retirement plan participants' accounts and plan sponsors' record keeping plans.
  • Assisted plan participants by determining eligibility and preparing forms for the various types of plan withdrawals.
  • Administered 401(k) and defined benefit plans for domestic and international plan participants.
  • Processed new enrollments, loan applications, withdrawals, and distributions for 2500+ plan participants.
  • Resolve, assist and research problems for clients, plan participants, and record keepers.
  • Assist plan participants over the phone with questions regarding their accounts and trading activity.
  • Provide support to plan sponsors and plan participants via phone and email.
  • Complete Form 1099-R for plan participants who receive distributions during year.
  • Execute trades in various mutual funds on behalf of plan participants.
  • Assist plan participants and their providers with benefit and claims issues.
  • Organize and coordinate enrollment meetings with plan participants and management staff.
  • Calculated earnings and created certificates for the plan participants.
  • Complete fund transfers when requested by plan participants.

Show More

5. IRS Form

high Demand
Here's how IRS Form is used in Plan Administrator jobs:
  • Complete and electronically file IRS Form 5500 based on annual fund statement balances and system information, criteria and requirements.
  • Prepared and reviewed IRS Form 5500 & Schedules and other government forms with 99.99% accuracy.
  • Complete compliance testing, discrimination testing, & IRS form 5500 annual tax return.
  • Checked data, reconciled assets, tested and completed IRS forms.
  • Prepare and file IRS Form 5500 within firm time constraints.
  • Reconciled annual financial information reported on IRS Form 5500.
  • Prepare IRS Form 5500 and required schedules.
  • Prepared IRS forms for several plans, including Forms 5500, 945 and 1099-R.
  • Prepared and submitted IRS Forms 5500, 8955 and 1099.
  • File annual 5500 IRS form for each client.
  • Prepare IRS Forms 5500 and 1099R.
  • Analyzed and reconciled trust accounting in order to prepare annual reports and IRS Form 5500 tax forms.

Show More

Job type you want
Full Time
Part Time
Internship
Temporary

6. Database

high Demand
Here's how Database is used in Plan Administrator jobs:
  • Worked with general supervision, administer, and maintain the installation process for broker/agent business including updates and database maintenance.
  • Deployed Business rules using Calculation manager for planning and created calculation scripts to calculate the application databases.
  • Integrated database information with organizational charts, property lists and community directories in use by other departments.
  • Maintained and updated current database to support plan participant information and plan designs.
  • Maintained accuracy of database, assisted with year-end close procedures including payroll audits.
  • Developed referral database and city strategic plan based on community needs assessment.
  • Assisted with the certification and accreditation of mainframe applications utilizing XACTA database.
  • Managed, organized, and updated relevant data using database applications.
  • Administered database files on employees and retirees to determine accurate information.
  • Conducted periodical reviews and assessments, database development and report writing.
  • Maintain employee stock database thereby ensuring data accuracy and integrity.
  • Developed and maintained corporate legal filing system and contract database.
  • Researched and edited reports to enter information into database.
  • Scheduled University events, managed scheduling databases and financial duties
  • Administered parts database security on an AS400 environment.
  • Stock plan administration, database management.
  • Maintain Customer Disclosure Agreement database.
  • Created database of collaboration partners.
  • Maintained accuracy of equity database.
  • Maintained accurate client database records.

Show More

7. Customer Service

high Demand
Here's how Customer Service is used in Plan Administrator jobs:
  • Facilitated administration, managed daily customer service call center and supported business sales to drive savings across the department.
  • Streamlined the Hardship and Loan transaction process by creating standard documentation and opening communications with Customer Service Agents.
  • Provided excellent customer service to beneficiaries and partnered with broker for a seamless transfer of available equity.
  • Delivered excellent customer service by providing timely responses to questions from clients regarding their retirement plan.
  • Seasoned customer service professional with excellent interpersonal skills proven track record for building relationships.
  • Directed six processors on account distributions and customer service in a business-to-business environment.
  • Delivered excellent customer service and scored high in client satisfaction.
  • Provided efficient customer service to clients via daily communications.
  • Provided customer service to approximately 30,000 401k plan participants.
  • Provided excellent ongoing customer service particularly over the phone.
  • Provided customer service and other miscellaneous duties.
  • Earned recognition for providing top-notch customer service.
  • Calculated vesting information for retirement plans and any loan balances for separated employees; resolve tickets/ customer service/ answer EE questions.
  • Communicated on a daily basis with sales personnel to provide marketing and sales support leading to greater customer service for accounts.
  • Develop and maintain positive working relationships by providing high quality customer service at all times to all internal and external customers.
  • Executed contracts, handled invoicing, provided customer service, created and analyzed sales reports and performed other administrative tasks.
  • Worked as part of an outstanding customer services team capable of taking 50 to120 calls a day.
  • Worked as part of an outstanding call center customer services team capable of taking 125 calls daily.
  • Provided the highest quality of customer service, serving as a liaison between clients and support team.
  • Utilized interpersonal skills in dealing with problem resolution and customer service for all levels of employees.

Show More

8. Plan Documents

high Demand
Here's how Plan Documents is used in Plan Administrator jobs:
  • Review plan documents to ensure accurate annual testing in accordance with government regulations and guidelines.
  • Detailed financial information analysis including census data, bank statements and Plan Documents.
  • Reviewed plan documents and prepared summary of provisions.
  • Coordinate and/or review retirement plan documents.
  • Consult with new clients to design the appropriate retirement plan for the company needs and preparation of qualified plan documents and amendments
  • Requested and received annual census information, input data and produced updated census report in accordance with terms of plan documents.
  • Worked closely with payroll departments to ensure accurate deductions were made in compliance with benefit plan documents and legal regulations.
  • Analyze the enrollments of employees in the retirement plans to ensure compliance with plan documents, guidelines, and policies.
  • Maintained plan documents (contractual agreements) and provided backup coverage in the absence of other account executives.
  • Process enrollments, interprets plan documents, Serves as point of contact between participants and insurance carriers.
  • Trouble-shoot employee issues by utilizing legal plan documents, summary plan descriptions, and company policies.
  • Review plan documents and service agreements with Legal Department and recommend potential changes to Management Committee.
  • Interpreted pension and welfare plan documents, policies and services to plan sponsors and participants.
  • Provide Policy Counsel and ensure that plans are administered in accordance with plan documents.
  • Maintained the ability to interpret a wide variety of Prototype and Customized plan documents.
  • Set forth contracts and plan documents with Agents, Covered Entities and Business Associates.
  • Drafted Plan documents Administrative Agreements, and designed ID Cards for self-funded accounts.
  • Review and interpret plan documents, amendments, and summary plan descriptions.
  • Produced quarterly statements and employer reports, amended and restated Plan Documents.
  • Review plan documents and research and resolve complex technical regulatory issues.

Show More

9. Stock Options

high Demand
Here's how Stock Options is used in Plan Administrator jobs:
  • Supported 350 senior management shareholders, administered and sold Stock Options with Brokers, providing guidelines for each plan administered quarterly
  • Performed daily stock transactions including stock options exercises, cancellation/termination, transfers and repurchases.
  • Tracked disqualifying dispositions on incentive stock options.
  • Coordinated with current and former employees and their stock brokers to exercise stock options given as part of the annual bonus.
  • Provide excellent employee service and educating myself and team members with new information regarding stock options and tax laws.
  • Reconciled more than 20 Executive Stock Options client with a budget of 1M or more.
  • Determine Black-Scholes-Merton value for stock options on grant date and input into Express Options.
  • Completed all task/assignments and management of the Acceleration of Underwater Stock Options.
  • Exercised stock options for 1,500 employees.
  • Managed multiple Stock Options, Restricted Stock, SARs and Employee Stock Purchase Plan clients.

Show More

10. External Auditors

high Demand
Here's how External Auditors is used in Plan Administrator jobs:
  • Provided consistent and timely professional correspondence with clients and external auditors
  • Administer Non-Qualified Deferred Compensation Plans in compliance with company's SSAE 16 Audit as performed by external auditors.
  • Respond to data requests from internal and external auditors in conjunction with annual plan audits and SOX !
  • Assisted external auditors with review for SAS 70 Audit.

Show More

11. Plan Administration

high Demand
Here's how Plan Administration is used in Plan Administrator jobs:
  • Supervised all facets of pension plan administration for corporate clients including details of defined benefit and defined contribution retirement plans.
  • Provided daily/quarterly/annual plan administration of 50 Individual Retirement Plans Ensured retirement plans met all IRS and Pension Guarantee Regulations.
  • Supervised quarterly audits for all Plan Administration groups financially and with relation to insurance carriers.
  • Prepared pension/retirement plan administration as an Independent Contractor on an as needed basis.
  • Provided full service Cafeteria Plan Administration delivering complete plan design and setup.
  • Managed pension/retirement plan administration for caseload of 80-100 clients.
  • Plan Administrator Reported to Director of Plan Administration.
  • Gained experience in retirement plan administration.
  • Qualified plan administration and consulting.
  • Managed daily plan administration, created financial reports, reconciled plan balances, provided technical support, and serviced client needs.
  • Partnered with a local brokerage firm offering their investment advice along with the plan administration offered by the firm.
  • Analyzed Data from uploads per programmers and Employer reports via spreadsheets to maintain accuracy in plan administration.
  • Collaborated with Fidelity Investments regularly regarding Plan compliance issues and the day to day Plan administration.
  • Utilized strong oral and written communication skills with clients to further ensure proper plan administration.
  • Communicate with large 401(k) client concerning issues related to daily plan administration.
  • Completed tax returns, prepared spreadsheets used in plan administration, and handled client/broker inquiries.
  • Experienced in Profit Sharing, 401(k) and Money Purchase plan administration.
  • Managed plan administration for more than 50 Basic Service 401(k) plans.
  • Performed all duties and functions pertaining to plan administration for small sized plans.
  • Provide and maintain full-cycle Plan Administration for over 100 Single Employer Plans.

Show More

12. Benefits Administration

high Demand
Here's how Benefits Administration is used in Plan Administrator jobs:
  • Performed daily benefits administration and informed employees of benefit options, regulations, and advantages of each program.
  • Proposed and managed transition to total benefits administration outsourcing as a result of company relocating corporate headquarters to Greenwich, CT.
  • Recruited to work alongside VP of Human Resources to re-organize and establish operating processes and procedures for payroll and benefits administration.
  • Resolve data discrepancies between benefits administration system and external vendors, insurance carriers, third-party administrators, and payroll/HRIS systems.
  • Worked with Hewitt Associates to ensure data integrity for total benefits administration of complicated benefits plan involving multiple union environments.
  • Trained and supervised staff in benefits administration, successfully transitioning administration for US and Canadian benefit programs in six months.

Show More

13. HR

high Demand
Here's how HR is used in Plan Administrator jobs:
  • Managed administration of qualified and non-qualified defined benefit plans and liaised with Retirement Committee, HR management, and General Counsel.
  • Evaluated and approved requested retirement plan loan documents, from participant through financial institution, based on retirement plan description.
  • Researched, provided and improved Divisional project management best practices through participation in Corporate Planning standards and best practices initiatives.
  • Communicated with management throughout programs regarding all shipping and receiving in addition to facilitating problem resolution ensuring operational success.
  • Established and maintained client relationship through telephone, written correspondence and research with legal and regulatory guidance.
  • Company purchasing card, related expense reports, and ordering/invoice payment through Oracle-Peoplesoft Spend Management system.
  • Developed and sustained trustworthy relationships with brokers and insurance agents through a posture of proactive communication.
  • Evaluated analyzed and maintained data integrity within the company our stock option database and payroll/HRIS system.
  • Prepared, maintained and resourced quality project plans from late-stage drug discovery through commercialization.
  • Managed three Technical Administrators and one Plan Administrator to ensure timely and accurate processing.
  • Earned ongoing and consistent customer satisfaction with reliable follow through and clear communication.
  • Directed and supervised all practice activities through managers and administrative support staff.
  • Streamlined plan processing through active collaboration with financial consultants and plans sponsors.
  • Performed analysis to determine pricing/volume forecasts for new products through regression simulations.
  • Coordinated and directed departmental philanthropy events promoting corporate core values and teamwork.
  • Cultivated strong relationships with medical practitioners through extensive background in research.
  • Segmented market by analyzing consumer behavior through various qualitative/quantitative research techniques.
  • Researched and prepared item descriptions for processing through contracting office.
  • Supported senior management objectives through highly effective administration and delivery.
  • Monitored conversion of benefit information onto new HRIS system.

Show More

14. Contribution Plans

high Demand
Here's how Contribution Plans is used in Plan Administrator jobs:
  • Handled benefit plan administration, and management of special projects associated with defined contribution plans for various clients.
  • Worked remotely to manage and provide administration, relationship management, and consulting for 62 defined contribution plans
  • Supervised processing and account maintenance for all client-related activity for Defined Contribution Plans.
  • Administered approximately 30 Defined Benefit and Defined Contribution Plans for area businesses.
  • Created and maintained procedures regarding federal regulations on defined contribution plans.
  • Perform daily review of trade activity for individual participant contribution plans.
  • Processed and maintained all client-related activity within assigned defined contribution plans.
  • Completed Fidelity training course in Defined Contribution Plans which covered fundamentals of pension administration as well as TEFRA and ERISA regulations.
  • Assist with all technical aspects and client service aspects of Putnam's two largest and most intricate Defined Contribution plans.
  • Maintained a book of business offering product support to clients regarding the daily operation of their defined contribution plans.
  • Processed and reconciled over $480 million in assets spread over 5 Defined Contribution Plans and 2 ESOP Plans.
  • Assisted VP Finance with Form 5500 and annual testing of contributions for defined benefit and defined contribution plans.
  • Provided timely processing of client related activity for assigned defined contribution plans (401K).
  • Managed daily operations of defined contribution plans in the Louisville and Lexington areas.
  • Administered 60 traditional defined contribution plans ranging from 10 to 500 participants.
  • Administered defined contribution plans for over 115 small business clients.
  • Managed large 401(k) and Defined Contribution Plans.
  • Worked with both defined benefit and defined contribution plans.
  • Provided administration and recordkeeping services to 30 defined contribution plans.
  • Administered the trust and provided full recordkeeping services for several defined contribution plans with assets in excess of $110 million.

Show More

15. Erisa

average Demand
Here's how Erisa is used in Plan Administrator jobs:
  • Maintained ERISA compliance by obtaining information for completion of 5500's and by verifying premiums were accurate and on time.
  • Expanded ERISA knowledge by continuing coursework and proactively keeping up with changes in pension legislation such as GUST and EGTRRA.
  • Liaised with actuary, trustee, 401(k) service provider, ERISA legal counsel and plan participants.
  • Coordinated external audits and managed internal relationships with ERISA attorneys, Tax attorneys, and Payroll and Accounting departments.
  • Verify compliance with current laws, interprets IRS, Department of Labor, and ERISA regulations.
  • Performed regulatory compliance testing for the plans in compliance with ERISA guidelines ADP/ACP testing.
  • Researched Tax laws and ERISA compliance regulations; Administered compliance testing against ERISA guidelines.
  • Organized non-discrimination testing for 401k to ensure we were within IRS ERISA guidelines.
  • Maintained detailed knowledge of ERISA, the Internal Revenue Code and related regulations.
  • Provided reports and financial data to management and auditors for ERISA compliance.
  • Performed compliance testing to ensure clients are within ERISA guidelines.
  • Maintained body of knowledge of ERISA and IRS Code Regulations.
  • Administered trusts, IRAs, and researched issues under ERISA.
  • Advised clients of trends in applicable ERISA regulations.
  • Provided ERISA and regulatory guidance for assigned plans.
  • Assisted clients with keeping their plan(s) compliant with ERISA.
  • Well versed in both Publications 590 and 560, and ERISA.
  • Evaluated plans to assure compliance with ERISA guidelines, which included the following: Calculated allocation report.
  • included consulting with clients and advisors regarding plan design, problem resolution and ERISA compliance for qualified retirement plans.

Show More

16. Pension Plans

average Demand
Here's how Pension Plans is used in Plan Administrator jobs:
  • Participated in establishing and testing pension plans on PeopleSoft to automate applicable calculations.
  • Performed valuations on qualified pension plans, and administered non-discrimination testing.
  • Managed qualified Defined Contribution and Defined Pension Plans.
  • Supervised disbursements from qualified and non-qualified pension plans.
  • Assisted in editing/rewriting state law governing these pension plans and lobbied to get the law passed in the Texas State Legislature.
  • Assisted in custom design of Defined Benefit pension plans, Profit Sharing plans, and Money Purchase pension plans.
  • Provided actuaries and auditors with data information necessary to perform valuation and annual audit of 401k and pension plans.
  • Performed reconciliation of balances and activity for 15+ balance forward and bundled vendor pension plans.
  • Worked with enrolled actuaries in the preparation of actuarial valuations for defined benefit pension plans.
  • Job Description: Plan administration representative for large 401(k) and pension plans.
  • Processed all transactions for 50+ daily valuation pension plans for corporate and government entities.
  • Managed caseload of 150 pension plans (volume submitter and prototype).
  • Designed and implemented pension plans to meet retirement and education goals.
  • Provided support to Pension Actuary of small business pension plans.
  • Maintained qualified pension plans in compliance with I.R.S.
  • Managed over 130 defined contribution pension plans.
  • Supervised pension plans and communicated with clients.
  • Assisted existing clients with their pension plans.
  • Tested pension plans for governmental compliance.
  • Handled A-Z Administration of Pension Plans and 401(k) Plans.

Show More

17. Plan Sponsors

average Demand
Here's how Plan Sponsors is used in Plan Administrator jobs:
  • Prepare and review financial statement preparation for plan sponsors of defined contribution and non-qualified plans.
  • Received and analyzed annual information packages for plan sponsors and accountants for annual administration.
  • Developed marketing strategies and communication vehicles to determine service need of prospective plan sponsors.
  • Conducted annual plan reviews with Plan Sponsors as well as participant education/enrollment meetings.
  • Performed administrative duties for plan sponsors and Financial Consultants.
  • Maintained continuous communication with Plan Sponsors, including occasional on site visits to enhance the client relationship.
  • Responded to inquiries from plan sponsors and brokers; audited plan sponsors' financial data.
  • Work with plan sponsors to gather missing information required to complete various participant documents.
  • Served as sole in-house contact for brokers, accountants and Plan Sponsors.
  • Provided assistance to plan sponsors on annual compliance testing and SAS 70.
  • Prepare and review Form 5500 for plan sponsors that engaged our services.
  • Act as a liaison for vendors, plan sponsors and participants.
  • Provided 401(k) TPA administrative services for plan sponsors.
  • Provided day-to-day communication with plan sponsors for all assigned plans.
  • Coordinated with plan sponsors to obtain required data for testing.
  • Delivered training to plan sponsors at various locations nationwide.
  • Maintained client contact with plan sponsors and participants.
  • Input contribution allocations for Plan Sponsors.
  • Served as lead contact and consultant to Brokers, Financial Advisors, Plan Sponsors and Trustees regarding retirement plan issues.
  • Provided Plan Sponsors with legal compliancy guidelines pertaining to their plan, for all assigned plans.

Show More

18. Special Projects

average Demand
Here's how Special Projects is used in Plan Administrator jobs:
  • Review special projects, planning allocations and operational effectiveness.
  • Trained and supervised direct reports in newly created role and provided supervision to contractors hired for special projects.
  • Manage special projects such as equity database conversions, stock splits, grant modifications, and grant accelerations.
  • Handle special projects including the conversion of monthly deferred vested participants to lump sum payouts.
  • Provided compliance and reporting under procedures documented in SAS 70 Assisted management on special projects.
  • Coordinated special projects and managed schedules for suppliers to rework parts at our facilities.
  • Remained to work on special projects for the department after associates return.
  • Assist Director of Retirement Plans with any special projects as assigned.
  • Managed Provost's special projects, faculty lectures and public events.
  • Worked on special projects and performed other functions as assigned.
  • Performed pay plan and employment data research for special projects.
  • Executed special projects as assigned by the Planning board Chairman.
  • Provide support and work on special projects as requested.
  • Coordinated special projects in the Customer Service Database.
  • Provided assistance with special projects within the plan.
  • Crossed trained and assisted with special projects.
  • Monitored vehicle arrivals from Japan and around the world, domestic vehicle releases supported inventory manager on special projects
  • Worked on special projects with implementation team to setup new plans on companies software
  • Worked on special projects and conducted trainings for all credit union employees.
  • Complete daily ad-hoc reports and special projects as needed.

Show More

19. Espp

average Demand
Here's how Espp is used in Plan Administrator jobs:
  • Work closely with payroll and provide them with daily/weekly/monthly option/ESPP/restricted stock activity reports for tax purposes.
  • Coordinated the automation and maintained international preparation of the ESPP program for approximately 40 subsidiaries.
  • Process daily trades, monitor and update Equity Edge with new hire, termination, grant and ESPP data.
  • Manage employee stock options, restricted stock units and ESPP for multiple countries in Europe and Asia.
  • Administered Stock Incentive and ESPP Plans for ~ 2,000 U.S. and International participants using Equity Edge.
  • Coordinated the automation and maintained preparation of the ESPP program for approximately 25 or more clients.
  • Assist accounting with FAS123R reporting and reconciliation of ESPP contributions and outstanding restricted stock tax payments.
  • Implemented and Managed Employee Stock Purchase Plan (ESPP) and Online Grant Agreement Process.
  • Answered domestic and foreign employee questions and resolved problems regarding stock option grants and ESPP.
  • Process participant/client transactions in support of ESPP purchase and allocation activity for complex rated clients.
  • Responded to employee requests for information concerning Employee Stock Options, and ESPP.
  • Process option exercises, RSU releases and ESPP purchases for 120,000+ employees worldwide.
  • Prepared annual UK Inland Revenue returns for stock options and ESPP.
  • Reconciled ESPP deductions with payroll and Equity Edge software.
  • Researched ASC718 for ESPP expense rules.
  • Process bi-annual ESPP purchases and enrollments.
  • Determined eligibility for the ESPP.
  • Processed terminations from the ESPP.
  • Processed Employee terminations/ ESPP withdrawals.
  • Process ESPP purchases, ESPP sales, Option Exercises, RS Releases, SWAPS, Reloads, Option Grants, etc.

Show More

20. Participant Statements

average Demand
Here's how Participant Statements is used in Plan Administrator jobs:
  • Performed quality control and auditing of quarterly participant statements, financial reporting, non-discrimination testing, and 5500 reporting.
  • Prepare quarterly plan summary and totals information for the companies and quarterly individual participant statements.
  • Produced quarterly participant statements and verified the accuracy of all financial information.
  • Completed trust asset reconciliation, valuation reports, and participant statements.
  • Understand and Reviewed daily valuation reports and quarterly participant statements.
  • Verified participant statements for accuracy on a monthly basis.
  • Produced quarterly plan valuations and periodic participant statements.
  • Process quarterly participant statements and Management Reports.
  • Prepare and deliver quarterly participant statements.
  • Review participant statements quarterly, in order to justify any discrepancies in preparation for the fulfillment run and delivery.
  • Completed trust asset reconciliation, valuation reports, participant statements, and annual client service agreements.
  • Prepare annual service packages of financial and participant statements and Form 5500 filings.
  • Prepared valuation reports, participant statements, plan testing, and Form 5500.
  • Create and distribute Plan Participant Statements.
  • Performed tasks such as daily balancing, quarterly participant statements, overseeing planprocessing, preparing for non-discrimination testing and 5500 reporting.
  • Designed benefit confirmation statements and created Word mergedocuments to electronically generate participant statements.
  • Analyzed and generated regular/ad-hoc client reports and participant statements.
  • Orchestrated quarterly and annual plan valuations and participant statements, processed distributions for terminations, loans, and hardships.

Show More

21. Essbase

average Demand
Here's how Essbase is used in Plan Administrator jobs:
  • Conducted essbase performance tuning and troubleshooting activities such as periodic export and data load, re-arranging the dimensions for optimized performance.
  • Maintained Essbase databases using Planning application to meet financial requirements.
  • Coordinated and implemented monthly maintenance on Hyperion Essbase application.
  • Developed Essbase and Planning applications.
  • Migrated the components of Hyperion Financial reports, Web Analysis reports, Planning, Essbase between the Test and Production systems.
  • Involved in regular maintenance of the Essbase Server like cube backup's, security file back up and file system backup.
  • Maintained Rules file for loading of data using Essbase administrative services and loading the metadata using Enterprise Performance Management Architect.
  • Designed and developed numerous Essbase Applications with excellent balance of Dense and Sparse dimensions, arranged in an hourglass Model.
  • Worked for District Of Columbia as a Budget Technical Lead managing their Budget and Planning systems and essbase systems.
  • Fixed on the dimensions for all the planning and Essbase applications based on the requirements and their existing reports.
  • Loaded the metadata into Planning application using Hyperion Application Link (HAL) and refreshed into Essbase database.
  • Worked with user groups to design and create new Essbase applications to fulfill various reporting needs.
  • Involved in the installation, upgrade and migration of Hyperion Essbase version 9.x to version 11x.
  • Participated in the creation and migration of numerous Planning Applications to newer versions of Essbase.
  • Assisted in the integration of OBIEE with Planning, on the Essbase cubes.
  • Maintained and updated Essbase and Planning Applications as per user and business requirements.
  • Developed Rules files to upload data from database to Hyperion Essbase cube.
  • Involved in retrieving the data into Essbase using load rules files.
  • Migrate cubes from Essbase 7.1.3 to System9 using the migration wizard.
  • Involved in loading data from source to Essbase database.

Show More

22. Plan Design

average Demand
Here's how Plan Design is used in Plan Administrator jobs:
  • Presented alternatives and facilitated issue related resolution Monitored plan sponsor s objective/satisfaction and facilitated appropriate plan design illustration.
  • Consulted on plan design features to maximize objectives and satisfy legal requirements.
  • Perform Anti-discrimination testing with plan design revisions and alternatives to testing failure.
  • Presented Company's new 2010 health care plan design and premium structure to reduce overall costs to all employees.
  • Calculate projections of employer contributions for contribution planning purposes as well as for potential plan design changes.
  • Plan designs based on extensive knowledge of Profit Sharing Plan types such as New Comparability and Integrated.
  • Plan designs included Defined Benefit, Cash Balance, and Profit Sharing plans.
  • Review plans for compliance and recommend plan design changes to avoid testing failures.
  • Assembled DB/DC plan designs for proposals to existing and prospective clients.
  • Examine possible plan designs and benefits cost changes.
  • Work with consultants on plan design and problem resolution
  • Identify problem areas in plan design.
  • Consult with clients on plan design.
  • Insure consistency of plan design.
  • Answer questions from clients and advisors regarding retirement plan design, eligibility, compliance, distributions, and rollovers.

Show More

23. DOL

average Demand
Here's how DOL is used in Plan Administrator jobs:
  • Developed pricing methodology for private label credit cards, including individual account profitability and customer qualification methodology.
  • Implemented standard size shipping modules within the supply chain resulting in a reduction in cost of 1.4 million dollars a year.
  • Perform quality control of formatted policy value reports Provide calculation of imputed income, and split dollar loan reports.
  • Worked with internal departments on all issues ensuring Plans remain in compliance with IRS and DOL rules and regulations.
  • Assist in the preparation on documentation required in IRS & DOL audits of employer sponsored retirement programs.
  • Ensured the timely resolution of wage and hour claims, saving thousands of dollars in potential fines.
  • Managed $40 million dollar budget; developed and maintained monthly forecast projections and concise statistical reporting.
  • Conducted plan document restatement project well within IRS deadline that generated several thousands of dollars in revenue.
  • Processed 401(k) payroll contributions to be credited to investment vehicles within DOL deadlines.
  • Work for multiple accounts and chains, including two highly regarded customers Target and Dollar General.
  • Maintained and completed all insurance payouts with payments averaging over a million dollars per year.
  • Represented the company in several cases of discrimination at DOL, all cases were dismissed.
  • Initiated credit card payment processing as an option for small dollar shipments.
  • Conducted annual reporting; ensured plan compliance with IRS and DOL requirements.
  • Prepared and reviewed IRS/DOL forms, schedules, and summary annual reports.
  • Assisted clients in meeting necessary IRS and DOL deadlines.
  • Maintain compliance with IRS and DOL Regulations.
  • Apprised Planning Board of items of interest in proposed multi-million dollar operating budgets.
  • Account assistance, placing trades including high dollar trades, Legal negotiation and retirement plan negotiation and information.
  • Handled Executive and High Compensation accounts for major clients including Fortune 500 companies and performed million dollar rollovers.

Show More

24. Business Requirements

average Demand
Here's how Business Requirements is used in Plan Administrator jobs:
  • Participate in meetings with users to get and provide clarifications regarding the Business requirements/issues.
  • Provide manager business requirements on all re-engineering items and systems production initiative forms.
  • Maintain outline, metadata and member formulas as business requirements.
  • Manage projects by coordinating and making sure that business requirements and goals are met within an established SLA.
  • Designed and developed web forms for the data input as per the business requirements using Hyperion Planning.
  • Coordinate and develop all business requirements for the AEGIS systems engineering group.
  • Experience in writing formulas, Calc Scripts, Business rules according to business requirements.

Show More

25. Cobra

average Demand
Here's how Cobra is used in Plan Administrator jobs:
  • Supervised the Retiree Benefits Specialist and COBRA Benefits Specialist positions.
  • Processed all new enrollments/terminations and COBRA letters/payments.
  • Implement employee tracking systems that provide benefits eligibility for new employees and COBRA initiation and termination.
  • Facilitate requirements pertaining to HIPAA, COBRA, Medicare and Social Security to employees and retirees.
  • Administered employee group benefits for retirees, active, long term disability, and COBRA participants.
  • Answer questions regarding COBRA payments and other general questions for clients, hospitals and employees.
  • Process COBRA election forms and other paperwork employees from various clients need.
  • Administered FMLA, COBRA, and Health/Day Care Reimbursement Plans.
  • Administered COBRA benefits, Section 125 and 401-K Plans.
  • Maintain a working knowledge of COBRA/State Continuation guidelines.
  • Advised clients in employee benefits, medical and dental claims, COBRA, STD, LTD, and FMLA issues.
  • Process COBRA notification and HIPAA certificates for terminated employees and dependents according to applicable Legislation.
  • Handled all enrollments, changes, cancellations, and COBRA * Handled 401(k) plan enrollments and disbursals.
  • Process medical claims Process Cobra payments Review Weekly Edits Process weekly payments Filing Run company errands Process mail Scanning documents

Show More

26. Plan Assets

average Demand
Here's how Plan Assets is used in Plan Administrator jobs:
  • Perform daily and periodic reconciliation of plan assets and payroll contribution/deductions.
  • Generated periodic valuations of plan assets and calculated participant earnings.
  • Served as the main contact for the implementation of new QDS clients whose retirement plan assets exceeded $100 million.
  • Reconciled pension plan assets and produced annual plan valuations, participant statements, and IRS 5500 forms.
  • Resolve issues concerning plan assets, reports, quarterly statements, plan provisions and participant transactions.
  • Experience with balance forward to cash accounting and the reconciliation and allocation of plan assets.
  • Managed firm's largest client, Farmers Insurance, with $1billion in plan assets.
  • Reconciled plan assets for 401(k) and profit sharing plans.
  • Handled larger cases with plan assets of $1 to 10 million.
  • Reconciled plan assets using both daily and balance forward methods.
  • Analyze plan assets statement and complete Trust Reconciliation Report 10.
  • Prepare Audit Packages and reconcile Plan Assets.
  • Manage plan assets (mutual funds and/or COLI sub-accounts) in accordance with the client's investment strategy agreement.
  • Reconcile retirement plan assets of client accounts, complete plan discrimination testing, prepare anual plan tax reports.
  • Confirm plan assets including contributions, distributions, loans, and transfers.

Show More

27. Primary Contact

average Demand
Here's how Primary Contact is used in Plan Administrator jobs:
  • Served as primary contact to engagement vendor partner for employee engagement report ownership & distribution.
  • Served as primary contact for retirement, executive benefits and recognition vendors.
  • Serve as primary contact for all shipping inquires and provide freight quotes on customer's behalf.
  • Act as primary contact between plan sponsors/employees and financial institution (ex: Nationwide).
  • Serve as primary contact for plan vendors and third-party administrators, brokers and groups.
  • Serve as client's primary contact person, coordinating plan work with supporting departments.
  • Designated primary contact for Key Financial Representative with over $5MM in accounts.
  • Served as primary contact for clients, vendors and third party administrators.
  • Serve as a primary contact for employees with equity awards.
  • Acted as primary contact for all retirement plan service providers.
  • Served as primary contact for all clients' inquiries.
  • Served as primary contact for retirees and beneficiaries.
  • Serve as the primary contact for clients.
  • Serve as primary contact with assigned clients.
  • Serve as primary contact and advisor to all stock plan participants regarding various stock plan issues.

Show More

28. Annual Reports

average Demand
Here's how Annual Reports is used in Plan Administrator jobs:
  • Increased productivity and reduced delivery costs by over 90% by implementing an effective electronic delivery system of annual reports.
  • Developed and presented quarterly and annual reports to clients and participants; ensured accuracy and timeliness of reports.
  • Manage Executive Plan communications and reports for inclusion in proxy statement/annual reports.
  • Prepared quarterly and annual reports; responsible for all phases of plan operation and IRS compliance.
  • Generate and submit monthly, quarterly, and annual reports on plan activity by relevant deadlines.
  • Plan, coordinate and participate in client meetings to distribute annual reports and plan documents.
  • Prioritized and managed high volumes of work when processing monthly and annual reports.
  • Prepared 5500 forms, annual reports, and filed all necessary government documentation.
  • Assisted Accounting teams in mailing quarterly/annual reports to limited partners.
  • Prepare quarterly and annual reports.
  • administered and maintained employee stock option and purchase plans -assisted in preparation for Annual Shareholders Meeting including annual reports

Show More

29. Life Insurance

average Demand
Here's how Life Insurance is used in Plan Administrator jobs:
  • Provided consultations with employees regarding long-term disability, personal accident and/or life insurance claims.
  • Coordinate retirement benefits with disability, health and life insurance administrators.
  • Process multiple Life Insurance policy variables involving different Life Insurance products with AXA/Equitable Gained knowledge of IRC 409(a).
  • Prepared applications for beneficiaries, and worked with life insurance vendor to assure accuracy of life insurance data and payments.
  • Maintained Plan Funding Reports and P & L Statements based off of the cash values on Life Insurance Policies.
  • Enrolled SOF employees into their health, dental, vision, retirement, life and optional life insurance.
  • Secured self-insured medical and dental plans, life insurance, disability, and flex spending accounts.
  • Work with Health and Welfare group in administering life insurance benefit program.
  • Manage corporate medical, dental, and life insurance programs.
  • Audited imputed income calculations for group life insurance plans.
  • Administered Life Insurance policies for Fortune 100 companies.
  • Point of contact for life insurance inquiries.
  • Managed employee health ins urance, life insurance and pa id ti me off benefits.

Show More

30. Open Enrollment

low Demand
Here's how Open Enrollment is used in Plan Administrator jobs:
  • Prepare and coordinate annual open enrollment packets and design helpful communications for plan participants as needed.
  • Coordinated annual benefits open enrollment, updated packages and ensured regulatory compliance.
  • Supported the benefits programs, including open enrollment and benefit calculation.
  • Planned strategy, marketing ideas, and organizational designs to improve performance for yearly open enrollment of benefits for all clients.
  • Coordinate, handle and process Annual open enrollment for new and existing health plan group include cobra administration and billing.
  • Managed open enrollment for ESPP and coordinated on an annual basis the electronic acceptance of Form 3922.
  • Initiate and maintain annual open enrollment sessions to capture participant elections for the upcoming plan year.
  • Organized open enrollment activities at local casinos, restaurants, and Union halls.
  • Conducted Employee benefit open enrollment meetings as well as new hire benefits enrollment.
  • Coordinated open enrollment of benefit packages for existing and new employees.
  • Conduct new hire orientation and coordinate annual Open Enrollment Benefit fairs.
  • Coordinated annual Open Enrollment functions for all group plans.
  • Coordinated Open Enrollment for new participants.
  • Open enrollment (Once a year).
  • Open enrollment for 50 groups, custom enrollment packages and rollout including plan documents and Administrative Service Agreements.
  • Assisted Human Resources department with open enrollments for health benefits FMLA Administration Employee Recognition programs Time off/Leave administration

Show More

31. ADP

low Demand
Here's how ADP is used in Plan Administrator jobs:
  • Perform all compliance tests including, ADP/ACP, 410(b) coverage, top heavy, and annual additions.
  • Created various ODI Interfaces to load source systems data i.e People Soft, ADP, Strata to Hyperion applications.
  • Processed payroll for all 11 tax identification numbers with monthly, bi-weekly and semi-monthly payroll schedules using ADP.
  • Conducted non-discrimination testing including Top-Heavy test, ADP/ACP test, and 410(b) test.
  • Reviewed and performed ADP/ACP discrimination testing, top-heavy testing, coverage testing, and participation testing.
  • Coordinate and manage enrollment process, ADP payroll transmission, and employee benefit administration services.
  • Created and numerous financial reports utilizing excel and various reporting tools within ADP and TWP.
  • Facilitated requirements gathering sessions between Plan Admin, business users, US Payroll and ADP.
  • Trained and supervised new associates in operating ADP back office functions.
  • Supported discrimination unit with ADP/ACP testing and Form 5500 preparation.
  • Prepared annual compliance of ADP/ACP and other testing requirements.
  • Prepared 5500 reports, plan amendments and ADP/ACP testing.
  • Administered annual compliance testing (ADP/ACP, etc.)
  • Enter overtime slips into ADP.
  • Run compliance testing: ADP/ ACP Test and Top Heavy.
  • Coordinate and complete annual ADP/ACP and Non-discrimination testing Prepare and publish annual tax Form 5500 and related schedules.
  • Processed ADP/ACP, Section 415 Annual Additions, Top Heavy tests and 5500 tax reporting.
  • Perform Annual Non-Discrimination ADP/ACP & IRC Testing to ensure plans are in Compliance with Datair.
  • Complete compliance and non-discrimination testing including ADP/ACP testing, top heavy and 415 limits.
  • Processed payroll reports ad hoc utilizing ADP.

Show More

32. Acp

low Demand
Here's how Acp is used in Plan Administrator jobs:
  • Maintained contractor and visitor compliance with GMP/HAACP policy sign-off.

Show More

33. Hyperion System

low Demand
Here's how Hyperion System is used in Plan Administrator jobs:
  • Tested/Verified the successful migration/Upgrade of Hyperion system.
  • Created Users & Groups in Hyperion System 9 Shared Services and given appropriate access to the users for the cubes.
  • Implemented highly formatted complex reports to produce charts and pivot tables using Hyperion System 9 Interactive Reporting.
  • Applied software patches to resolve the issues encountered by Hyperion system 9 bugs.
  • Developed Aggregate Storage Cubes using Hyperion System 9.x.
  • Implemented Hyperion System 9 Interactive Reporting row level security in Workspace for maintaining user security profiles.
  • Designed and supported the complete installation and configuration of the entire Hyperion system.
  • Install, configure, and fine-tune Hyperion System 9 environment, Shared services, Analytical Provider services and smartview.

Show More

34. Relius

low Demand
Here's how Relius is used in Plan Administrator jobs:
  • Created excel spreadsheets for importing and data entry routines for exporting census and payroll data using Relius Administration Pension Software.
  • Scrub data prepared by clients to perform various annual compliance tests, using the Relius system.
  • Prepared Annual 5500 Tax Filings using Relius Government Forms software.
  • Utilized Relius Quantec pension software for preparation of report exhibits and government forms.
  • Record keeping software used was Quantech/Relius.
  • Entered valuation data for various plans using the RELIUS system and compiled results.

Show More

35. SOX

low Demand
Here's how SOX is used in Plan Administrator jobs:
  • Coordinated semi-annual SOX narrative update process across enterprise.
  • Assisted in the preparation and completion of the Sarbanes-Oxley (SOX) Section 404 documentation compliance (Equity).
  • Experience complying with SOX requirements (narrative development, SAS70 compliance, maintaining controls, interacting with auditors).
  • Integrated the Financial SOX results with Internal Audit review program to maximize corporate results and drive process improvement.
  • Develop, audit and reconcile data, and manage relevant internal audit and SOX compliance process controls.
  • Integrated the SOX results with Internal Audit review program to maximize corporate results with external Audit firm.
  • Developed procedures, policies and documentation for payroll operations as required for SOX 404 compliance.
  • Conducted daily quality assurance security audits to ensure compliance with SOX procedures within ERP team.
  • Assisted auditors in creating Equity Narrative for SOX compliance.
  • Assisted with SOX 404 compliance and testing.
  • Updated SOX narratives, as necessary.
  • Worked with auditors on SOX requirements.
  • Worked with Stock Administrator and SOX department Audited and reconciled accounts, report preparations, and coordination with transfer agents

Show More

36. Plan Provisions

low Demand
Here's how Plan Provisions is used in Plan Administrator jobs:
  • Supervised and adhered to plan provisions and various regulations for both executive stock option plan and participant level transactions.
  • Consulted with participants/members on pension plan provisions and payment elections.
  • Administered a book of 401(k) Profit Sharing Plans; Assist clients with communicating plan provisions to their employees.
  • Educate employees about complex pension and 401(k) information, specifically around plan provisions, and pension distribution options.
  • Process and support both plan and participant level activities in accordance with the plan provisions and the regulations.
  • Assisted with the testing of systems for new clients according to plan provisions and administrative requirements.
  • Communicated new laws, procedures and plan provisions to the product divisions.
  • Maintained current knowledge of client specific plan provisions.
  • Ensured vendor compliance with plan provisions.
  • Interpret and explain plan provisions.Recommend alternative plan design provisions to accomplish clients' goals.Interpretation of discrimination testing rules and results.

Show More

37. Party Administrators

low Demand
Here's how Party Administrators is used in Plan Administrator jobs:
  • Reviewed executive compensation agreements, severance agreements and contractual agreements between clients and third party administrators.
  • Work directly with Upper Management, or Benefits Consultant and our Third Party Administrators on all aspects of benefits.
  • Single point of contact for employees, retirees and third party administrators regarding benefit orientation and issues resolution.
  • Interacted with employer benefit insurance companies, vendors, marketing firms, agents and 3rd party administrators.
  • Administered Total & Permanent Disability (T&PD) retirement process with Third Party Administrators.
  • Served as the primary contact for brokers, vendors, and third party administrators.

Show More

38. Client Service

low Demand
Here's how Client Service is used in Plan Administrator jobs:
  • Provided highly visible, caring client service that resulted in 100 percent of assigned clients remaining eligible for services with Medicaid.
  • Managed complex team projects and served as technical liaison between Systems Integration, Client Services, and institutional internal clients.
  • Trained and mentored incoming Plan Administrators, teaching company policies, technical procedures, and client service standards.
  • Administered retirement plans according to standards and deadlines set forth in the Client Services annual calendar.
  • Partnered with Client Service Center and created ongoing retention contests in effort to retain clients.
  • Work with Client Service Managers and Participant Service Representatives to resolve all client/sponsor issues.
  • Work closely with Client Service Team to ensure accuracy of each client's purchase.
  • Mentored and trained new Client Service Associates that improved productivity and enhanced client relations.
  • Coordinate and oversee all financial transactions and client service for large defined contribution/ESOP plans.
  • Key Achievement: Played vital role in creating and implementing procedures and training materials for newly created client service center.
  • Collaborated with internal and external partners to provide proactive client services in a timely manner.
  • Consulted with Advisors regarding plan design, compliance, and client service needs.

Show More

39. Insurance Companies

low Demand
Here's how Insurance Companies is used in Plan Administrator jobs:
  • Managed correspondence between insurance companies for denied claims and re-billed with information requested.
  • Process all life and disability applications to ensure complete and accurate data for insurance companies.
  • Acted as liaison between client's employees and insurance companies.
  • Account Billing 2/2003 - 12/2003 Performed accounts payable functions for Medicaid, Medicare and other insurance companies.
  • Analyzed major insurance companies' benefits plans using personalized custom made computer generated programs to highlight cost/benefits analysis for clients.
  • Utilized Other Party Liability Correspondence system to generate letters to members, providers and other insurance companies.

Show More

40. Government Forms

low Demand
Here's how Government Forms is used in Plan Administrator jobs:
  • Completed all necessary government forms including Form 5330, Form 1099, Form 945 and Form 5500.
  • Worked closely with actuaries on preparation of DC/DB calculations, government Forms and plan document preparation.
  • Trained and evaluated new staff members in company procedures and the preparation of government forms.
  • Review discrimination testing, valuation reports, government forms, and correspondence.
  • Prepared Form 5500 and other government forms.
  • Filed all required Government Forms for large and small plans in a timely fashion.

Show More

41. Census Data

low Demand
Here's how Census Data is used in Plan Administrator jobs:
  • Prepared annual government filings, calculated annual employer contributions, compliance testing using financial records and payroll census data.
  • Spearheaded company transition to electronic collection of customers' census data.
  • Analyze census data and calculate eligibility and benefit entitlement 4.
  • Analyzed employee census data to determine eligibility and vesting.
  • Gathered census data to verify eligibility and vesting requirements.
  • Set up New Comparability Allocation, Lotus 123 format, including census data, mortality table, and formal report.
  • Performed administration of two 401(k) plans including preparation of census data.
  • Request census data and financial data in order to produce accurate client reports.
  • Used Trustmark recordkeeping system, maintained phone logs and entered census data for new and existing 401(k) plans.

Show More

42. Qdro

low Demand
Here's how Qdro is used in Plan Administrator jobs:
  • Act as liaison between the participant and ERISA counsel for coordination and compilation of data required for QDRO processing.
  • Calculate and process distributions for loans, In-services, Hardships, QDRO's, and Termination of Employment.
  • Calculated retirement benefits for participants and acted as a liaison for employee's QDRO and alternate payee.
  • Processed payouts for Qualified Domestic Relations Orders (QDRO) and deaths notifications to employee beneficiaries.
  • Reviewed and processed Qualified Domestic Relation Orders (QDROS) for all retirement plans.
  • Coordinate with Merrill Lynch the Alternate Payee's benefit based on the approved QDRO
  • Performed QDRO processing to assist both the ERISA and Actuarial departments.
  • Processed beneficiary and QDRO account splits and payouts.
  • Assist the Compliance Department in the preparation of Audit and QDRO Packages Prepare and Process Required Minimum Distributions
  • Administered qualified domestic relations orders (QDROs).
  • Subject matter expert on QDROs and provided tier support on QDROs for the Benefits Service Center.
  • Process distributions (Terminations/QDROs/In-Service/RMDs) of all Plan Sponsor Employees.
  • Assisted with year end tax reporting issues, RMDs, QDROs & Installments.

Show More

43. Peoplesoft

low Demand
Here's how Peoplesoft is used in Plan Administrator jobs:
  • Managed PeopleSoft and Oracle installation and upgrade projects while providing accurate report generation.
  • Facilitated the implementation of the PeopleSoft enterprise data management system.
  • Created the profiles, Interfaces tables and loaded metadata with its updated properties in to the applications from PeopleSoft.
  • Analyze and compare data from PeopleSoft with data housed on the vendors' systems as needed.
  • Extracted metadata from PeopleSoft to load into applications using Oracle Data Integrator (ODI).
  • Involved in creating Meta outlines using Metadata extracts from PeopleSoft files in Hyperion EPMA.
  • Developed DIM build rules and Load Rules using flat files and PeopleSoft trees.
  • Automated the metadata update process from PeopleSoft to Hyperion Planning and Essbase applications using Oracle Data Integrator scheduler.
  • Administer weekly termination reports in preparation for final calculation and verification of status withinPeopleSoft.
  • Team Member Stock Purchase Plan) Provided data from PeopleSoft system to be used for compensation analysis using complex queries.
  • Utilized PeopleSoft, and Manulife's Admin website to maintain accurate insurance enrollment accounts.
  • Operated PeopleSoft, ES900 database, and Employer Eservices, Excel to maintain records.
  • Assisted in Essbase and PeopleSoft system maintenance.

Show More

44. Maxl Scripts

low Demand
Here's how Maxl Scripts is used in Plan Administrator jobs:
  • Involved in Metadata Loading using Outline Load Utility and Actual data load - using MaxL scripts.
  • Prepared Maxl scripts to rename the application and provisioning the users.

Show More

45. Hris

low Demand
Here's how Hris is used in Plan Administrator jobs:
  • Manage HRIS/payroll system to improve accuracy and administration of payments and deductions, limiting legal liability.
  • Coordinated and participated in producing and analyzing metrics reporting from HRIS and third party administrators.
  • Partnered with internal/external resources on implementation of new HRIS system and Payroll outsourcing.
  • Spearheaded and executed Lawson HRIS Benefits Model to improve functionality and streamline processes.
  • Develop and implement plans to improve HRIS/payroll/benefits process and procedures.
  • Managed Health & Welfare/Retirement and HRIS/Payroll implementation resulting from acquisitions/divestitures.

Show More

46. Client Contact

low Demand
Here's how Client Contact is used in Plan Administrator jobs:
  • Educated client contacts on the complex issues surrounding Qualified Plans.
  • Served as the primary client contact for the delivery of lump sum window services.

Show More

47. TPA

low Demand
Here's how TPA is used in Plan Administrator jobs:
  • Assisted in developing and launching new retirement plans for clients as well as converting existing plans from prior TPA's.
  • Served as an exceptional Third Party Administrator (TPA) and provided on-site benefit plan as a pharmacy management consultant.
  • Assisted in testing and valuing Defined Contribution and Defined Benefit plans for TPA.
  • Served as liaison between TPA and alliance partner.
  • Contributed and assisted with business plans, sales ideas and techniques with turnkey and TPA 401(k) products.
  • Participated in several projects including a new TPA Resource database and wrote articles for the division newsletter.

Show More

48. Client Relationships

low Demand
Here's how Client Relationships is used in Plan Administrator jobs:
  • Maintain proper client relationships-responsible for all client inquiry investigations.
  • Enhanced client relationships with Plan Administrators and built rapport by explaining complex concepts in easy to understand language.
  • Monitor the health of client relationships including analysis of financial results, to ensure progress toward relationship goals.
  • Developed and maintained client relationships on accounts totaling $100M in Retirement Assets.
  • Helped acquire, retain and expand new and existing client relationships.
  • Managed daily 401k plan operations and client relationships.
  • Managed 8 key client relationships; oversaw processing of company-specific plan requests from benefits administrators and planparticipants.
  • Maintained client relationships with over 36 clients in a proactive manner.

Show More

49. Annual Compliance

low Demand
Here's how Annual Compliance is used in Plan Administrator jobs:
  • Conduct annual compliance plan testing as well as 5500 and client reporting.
  • Oversee all facets of administration and annual compliance of qualified plans.
  • Research complex retirement compliance issues and perform annual compliance testing.
  • Led annual compliance testing process.
  • Completed annual compliance testing, IRS 5500 forms and SAR; prepared Forms 1099-R, 1096, and 945.
  • Calculated employer contribution allocations along with the completion of all required annual compliance and non-discrimination testing.

Show More

20 Most Common Skill for a Plan Administrator

Ensure Compliance14.1%
Financial Statements12.7%
Retirement Planning9.9%
Plan Participants8.3%
IRS Form6.8%
Database6.3%
Customer Service6%
Plan Documents5.3%

Typical Skill-Sets Required For A Plan Administrator

RankSkillPercentage of ResumesPercentage
1
1
Ensure Compliance
Ensure Compliance
10.8%
10.8%
2
2
Financial Statements
Financial Statements
9.7%
9.7%
3
3
Retirement Planning
Retirement Planning
7.6%
7.6%
4
4
Plan Participants
Plan Participants
6.4%
6.4%
5
5
IRS Form
IRS Form
5.2%
5.2%
6
6
Database
Database
4.9%
4.9%
7
7
Customer Service
Customer Service
4.6%
4.6%
8
8
Plan Documents
Plan Documents
4%
4%
9
9
Stock Options
Stock Options
3.3%
3.3%
10
10
External Auditors
External Auditors
2.7%
2.7%
11
11
Plan Administration
Plan Administration
2.5%
2.5%
12
12
Benefits Administration
Benefits Administration
2.4%
2.4%
13
13
HR
HR
2.1%
2.1%
14
14
Contribution Plans
Contribution Plans
1.8%
1.8%
15
15
Erisa
Erisa
1.8%
1.8%
16
16
Pension Plans
Pension Plans
1.8%
1.8%
17
17
Plan Sponsors
Plan Sponsors
1.3%
1.3%
18
18
Special Projects
Special Projects
1.3%
1.3%
19
19
Espp
Espp
1.2%
1.2%
20
20
Participant Statements
Participant Statements
1.2%
1.2%
21
21
Essbase
Essbase
1.2%
1.2%
22
22
Plan Design
Plan Design
1.1%
1.1%
23
23
DOL
DOL
1.1%
1.1%
24
24
Business Requirements
Business Requirements
1%
1%
25
25
Cobra
Cobra
1%
1%
26
26
Plan Assets
Plan Assets
1%
1%
27
27
Primary Contact
Primary Contact
1%
1%
28
28
Annual Reports
Annual Reports
0.9%
0.9%
29
29
Life Insurance
Life Insurance
0.9%
0.9%
30
30
Open Enrollment
Open Enrollment
0.9%
0.9%
31
31
ADP
ADP
0.9%
0.9%
32
32
Acp
Acp
0.9%
0.9%
33
33
Hyperion System
Hyperion System
0.8%
0.8%
34
34
Relius
Relius
0.8%
0.8%
35
35
SOX
SOX
0.8%
0.8%
36
36
Plan Provisions
Plan Provisions
0.7%
0.7%
37
37
Party Administrators
Party Administrators
0.7%
0.7%
38
38
Client Service
Client Service
0.7%
0.7%
39
39
Insurance Companies
Insurance Companies
0.7%
0.7%
40
40
Government Forms
Government Forms
0.7%
0.7%
41
41
Census Data
Census Data
0.7%
0.7%
42
42
Qdro
Qdro
0.7%
0.7%
43
43
Peoplesoft
Peoplesoft
0.7%
0.7%
44
44
Maxl Scripts
Maxl Scripts
0.7%
0.7%
45
45
Hris
Hris
0.7%
0.7%
46
46
Client Contact
Client Contact
0.6%
0.6%
47
47
TPA
TPA
0.6%
0.6%
48
48
Client Relationships
Client Relationships
0.6%
0.6%
49
49
Annual Compliance
Annual Compliance
0.6%
0.6%

15,651 Plan Administrator Jobs

Where do you want to work?