Baker Tilly
Benefit Specialist
The Benefit Specialist position with Baker Tilly functions as part of the Retirement Plan Administration Services Team. It provides support to the Benefit Consultants in Plan Administration of defined contribution retirement plans including profit sharing, Solo(k), 401(k) and 403(b) plans (100%) Responsibilities: Prepare and process participant distributions and loans. Answer participant questions regarding distributions and loans. Managing the distribution and loan process and updating procedures for changes. Communicating with investment companies and understanding their current procedure for processing loans and distributions. Enter/import and analyze plan census information. Obtain and organize plan financial statements from multiple recordkeeping platforms. Reconcile contribution and asset information. Enter/import contribution/financial information into Plan Administration Software. Enter contribution information from payroll report to recordkeeping platform based on clients' specific pay dates. Assist in annual contribution calculations. Assist in preparation of Form 5500 filings. Plan document input. Form 1099 and form 945 preparation. Assist in special projects, as needed. Other duties that may be assigned from time to time. Qualifications: Bachelors Degree Preferred. Experience in lieu of a degree may be accepted. The ideal candidate will also have 1-3 years' experience in the Benefits Administration, Insurance, Customer Service, and/or Human Resource-related fields. This position also requires proficiency with MS Office, specifically Excel, Outlook, and Word. Highly organized and possess strong analytical skills. Good customer service skills. Strong math aptitude. Ability to multi-task and prioritize assignments based on specific deadlines. Able to work with multiple Benefit Consultants. Team interaction either in person or via Teams chat/video call on a daily basis.
The Benefit Specialist position with Baker Tilly functions as part of the Retirement Plan Administration Services Team. It provides support to the Benefit Consultants in Plan Administration of defined contribution retirement plans including profit sharing, Solo(k), 401(k) and 403(b) plans (100%) Responsibilities: Prepare and process participant distributions and loans. Answer participant questions regarding distributions and loans. Managing the distribution and loan process and updating procedures for changes. Communicating with investment companies and understanding their current procedure for processing loans and distributions. Enter/import and analyze plan census information. Obtain and organize plan financial statements from multiple recordkeeping platforms. Reconcile contribution and asset information. Enter/import contribution/financial information into Plan Administration Software. Enter contribution information from payroll report to recordkeeping platform based on clients' specific pay dates. Assist in annual contribution calculations. Assist in preparation of Form 5500 filings. Plan document input. Form 1099 and form 945 preparation. Assist in special projects, as needed. Other duties that may be assigned from time to time. Qualifications: Bachelors Degree Preferred. Experience in lieu of a degree may be accepted. The ideal candidate will also have 1-3 years' experience in the Benefits Administration, Insurance, Customer Service, and/or Human Resource-related fields. This position also requires proficiency with MS Office, specifically Excel, Outlook, and Word. Highly organized and possess strong analytical skills. Good customer service skills. Strong math aptitude. Ability to multi-task and prioritize assignments based on specific deadlines. Able to work with multiple Benefit Consultants. Team interaction either in person or via Teams chat/video call on a daily basis.