Plan Design Coordinator jobs in Medford, OR

We are always looking to add new Talent to our Team. If you are looking for the last place you will ever want to work, then look no further. ERISA Services was voted Top Places to work in 2020, 2021, 2022 and 2023 by our Team of dedicated retirement plan professionals. At ERISA we like to say we are a Family. We truly care about each other and that is what makes our culture so special. Our Culture is one that promotes honesty, integrity and dedication to our clients, business partners and each other. We are always looking for hardworking individuals who are ready to roll up their sleeves and put in a good honest days work.

We are currently seeking a Retirement Plan Data Analyst to join our Team in a Seasonal Capacity. January through April 15th deadline.

Position summary:
This seasonal/part-time position is responsible for seasonal high volume projects such as census scrubbing, trust accounting, contribution calculations, ADP/ACP testing and general non-discrimination testing. This position will not be assigned a dedicated client case load.

General purpose:
Deliver Third Party Administrative services to retirement plan sponsors in compliance with IRS and DOL regulations.

Role qualifications:
•5 years plan administration experience.
•Working knowledge of IRS and DOL regulations.
•Proficient MS Office skills and computer skills.
•Proficient knowledge of Relius plan administration software.
•Knowledge of all types of retirement plans.

Position responsibilities:
•Census exports
•Census import and cleanup
•Late deferral calculations
•Brokerage trust accounting
•Special projects from the team leader to aid in the completion of the annual valuation
•Perform testing (includes, but not limited to ADP/ACP testing and general Non-Discrimination Class Allocation / Cross Testing, Coverage Testing, Last Day Testing, Compensation Exclusion, Top Heavy).
•Review of plan contribution activity and plan assets and annual reconciliation of plan loans and assets.
•Contribution calculations and projections
•Form 5330 preparation, and calculation of earnings on late deposits.
•Calculates excess contributions (415 Limit and ADP/ACP).
•Assembling annual valuation reports for client delivery

Essential skills and experience:
•Ability to live and demonstrate the ERISA Services Core Values.
•Strong interpersonal and communication skills: verbal, listening and written.
•Strong organizational skills, both electronically and paper.
•Strong leadership abilities.
•Exhibit initiative and be proactive.
•Display discreetness, awareness and confidentiality of work.
•Strong multi-tasking capabilities, flexibility, and adaptability.
•Ability to work independently and in a team environment.
•Strong presentation skills.

Valued but not required skills and experience:
•Bachelor's degree

Reporting to this position:

•None

Physical demands and work environment:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Physical demands: While performing duties of job, employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; balance; stoop; talk or hear. Employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• Work environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time. The noise level in the work environment is usually minimal.

ERISA Services is a Drug Free Workplace and is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of any Kind: ERISA is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at ERISA are based on business needs, job requirements and individual qualifications, without regard to race color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. ERISA will not tolerate discrimination or harassment based on any of these characteristics. ERISA encourages applicants of all ages.

Interested Candidates should visit our careers page at www.erisaservices.com and register to submit a resume and cover letter.

or via USPS to ERISA Services, Inc. Attn: Hiring Manager, PO Box 24628, Knoxville, TN 37933

ERISA Services is a Drug Free Workplace, EVerify and Equal Opportunity Employer and Prohibits
Discrimination and Harassment of any Kind: ERISA is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at ERISA are based on business needs, job requirements and individual qualifications, without regard to race color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. ERISA will not tolerate discrimination or harassment based on any of these characteristics. ERISA encourages applicants of all ages.