Plan Administrator II

Company Overview

DWC, a subsidiary of FSG Parent L.P., provides plan document, compliance, consulting and government reporting services to more than 8,000 clients in all 50 states, ranging in size from single participant defined benefit plans to complex 401(k) plans with several thousand employees. We prioritize accessibility, responsiveness and meticulous detail in all client service interactions.

Responsible for completion of annual nondiscrimination testing and completion of the annual Form 5500 for 401(k), 457, 403(b), and non‑ERISA 403(b) retirement plans. Works with advisors, auditors, and plan sponsors to provide consulting on plan issues, contributions, and Form 5500 reconciliations.

• Performs nondiscrimination, top‑heavy, and coverage testing for defined contribution plans.
• Calculates retirement plan contributions and allocations, including Safe Harbor allocations, discretionary matching, and profit sharing.
• Calculates corrective actions for failures in annual testing.
• Consults and explains the results of the testing and any required corrections.
• Prepares IRS Form 5500‑SF, 5500‑EZ, and assists with the preparation of Form 5500 with schedules.
• Assists with plan audit support, including reconciliations and preparation of assets and other plan reports.
• Assists with accumulating data and reconciling assets for conversion plans.
• Exceeds internal and compliance deadlines.
• Other duties as assigned.

• 3‑5 years of experience preferred.
• Ability to read and understand complex documentation surrounding 401(k) plans.
• Knowledge of basic accounting principles and ability to apply that knowledge to complete asset reconciliations for all plans.
• Pension Pro and FT Williams software experience preferred.
• QKA certification preferred.
• Ability to reconcile transactions/assets on the trust statement.
• Intermediate skillset in Microsoft Excel.
• Must be moldable and willing to learn and grow in a dynamic work culture.
• Self‑starter, highly self‑motivated, able to work independently and problem‑solve.
• Ability to effectively prioritize and execute tasks while under pressure.
• Ability to meet seasonal deadlines based on IRS and Department of Labor regulations.
• Strong listening, interpersonal, written and oral communication skills.
• Strong attention to detail.

For all virtual remote positions, employees must maintain an uninterrupted work space, ensure appropriate family or caregiving arrangements during business hours, and provide an internet connection of at least 50 MBps per user. If multiple users share a connection, a stronger connection is required.

The average salary for this position is expected to be between $56,000 and $70,000 per year. Other rewards and benefits may include 401(k) match, medical, dental, vision, life insurance, short‑ and long‑term disability, and paid time off.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or veteran status. We will provide reasonable accommodations for individuals with disabilities to participate in the application or interview process and to perform essential job functions. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment on the basis of protected classifications.