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Third Party Administrator Pension / 401(k) Plan Administrator
Matthews, NCMarch 31st, 2026
Third Party Administrator Pension / 401(k) Plan AdministratorIf you are looking for a company where you can grow and learn this may be a great opportunity for you.
Omni 360 Retirement Consulting is currently seeking a Pension / 401(k) Plan Administrator. We are looking for the right person and are open to various experience levels.
Omni 360 Retirement Consulting is a financial services company based in Matthews, North Carolina. We provide investment, administrative, and actuarial services for employer sponsored retirement plans (401(k), profit sharing, cash balance, etc.) along with personal investment, retirement, and financial planning. Our clients are other businesses and business owners. We work predominantly in the dental practice space.
Job DescriptionThe Pension / 401(k) Plan Administrator will work with our clients in servicing their practice 401(k) and pension plans. As we are open to various levels of experience, the actual duties will depend on actual abilities. These duties may include:
Data entry
Plan document maintenance
Contribution calculation
Compliance testing
Account reconciliation and accounting
Preparation of IRS form 5500 and related schedules
Report preparation and compilation
Working with vendors
New plan implementation
Client meetings
Working with both defined contribution and defined benefit plans
Requirements:
Open to various levels of experience
Bachelor's degree preferred
Mathematically inclined
Customer oriented
Hard working and excited to learn
Organizational skills, attention to detail and time-management skills
Ability to manage multiple priorities and deadlines
Comfortable working on multiple open projects and clients at one time
Experience with Excel and other Microsoft Office programs
Energized professional with a client first mentality
Positive, collaborative mindset
Additional Information:
We are a small growing company with a solid, knowledgeable, and experienced base of principals. We are looking to bring in new talent who desires to learn and work their way up.
Benefits:
Healthcare
Professional Development Allowance
Generous Paid Time-off
401(k) plan with company match
Future growth opportunities within the company
Opportunity for work-from-home schedule
We work to maintain the best possible environment for our employees, where people can learn and grow with the company all while boasting a "dress for your day" flexible policy
We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture
Uncompromising integrity, a passion for excellence and mutual respect
Pay will be commensurate with experience
Job Type: Full-time
Pay: $30,000.00 - $75,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance
Schedule:
8 hour shift
Monday to Friday
Weekends as needed
QualificationsEducation:
Associate (Preferred)
Experience:
Customer service: 1 year (Preferred)
Ability to Commute:
Matthews, NC 28105 (Required)
Ability to Relocate:
Matthews, NC 28105: Relocate before starting work (Required)
Additional InformationIf this sounds like you and you are interested in this position.
Please send a resume or brief work history with contact info. including a phone number that you can be reached.
Social media contacts, Facebook, LinkedIn, etc.
Type us a brief cover letter and tell us why we should hire you.
We look forward to working with you!
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