Retirement Plan Coordinator

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting.  We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.

The Plan Coordinator (Distribution Specialist) serves as a resource to plan consultant(s). They are responsible for computing, classifying and reconciling plan assets to ensure the financial records of company retirement plans are accurate. The Plan Coordinator also is a resource related to ERISA compliance, plan administration and governmental reporting.  

Responsibilities

• Assist clients in meeting all IRS and Department of Labor deadlines applicable to qualified retirement plans   

• Maintain knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions    

• Work with assigned consultant(s) to provide compliant and accurate calculation reports participant statements, trust accounting, annual resting and reporting as applicable    

• Complete preliminary testing, as applicable, including ADP/ACP, Top Heavy, 401(b), 415, 401(a)(4), deductibility, and 402(g)   

• Prepare and assemble year end census package    

• Process distribution paperwork for review and coordinate processing of distributions with asset holder   

• Prepare loan paperwork for review and coordinates processing of loans with asset holder    

• Assist with preparation of plan documents (new plan, amendments, terminations) and associated IRS filing 5310 and 5307   
• Prepare periodic notices, including safe harbor, quarterly benefit, plan expense and blackout periods as required    
• Prepare DOL Form 5500 and related schedules for review and coordinate filing with plan sponsor    
• Complete filing tasks and other organizational assignments as assigned    
• Other duties as assigned  

• High School Diploma, GED or equivalent required   

• Associate or bachelor’s degree in accounting or comparable accounting and bookkeeping experience is beneficial    
• Experience with QuickBooks, QuickBooks Online & Accounting CS preferred but not required   
• Detail Oriented    
• Excellent problem-solving skills   
• Team-oriented   
• Excellent time management skills and ability to work independently    
• Ability to successfully handle multiple tasks   

Rea offers a wide variety of benefits to help support our employees' health, wellness and financial goals.

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• 'Work From Anywhere' option
• Wellness Resources
• Four (4) weeks PTO
• Twelve (12) paid holidays, of which three (3) are floating holidays

Rea is committed to providing equal employment opportunity for all individuals regardless of race, color, religion, sex (including without limitation pregnancy, sexual orientation and gender identity), age, ancestry, military status, national origin, genetic information, disability or other characteristics protected by applicable law. Equal opportunity extends to all aspects of the employment relationship, including but not limited to hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms, conditions or privileges of employment, or any matter directly or indirectly related to employment.

Rea does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies without pre-approval from Rea’s Talent team. Pre-approval is required before any external candidate can be submitted. Rea will not be responsible for fees related to unsolicited resumes and for candidates who are sent directly to our hiring managers.