Director of Retirement Plan Services at Farmers National Bank of Canfield

DescriptionSUMMARY: This role is responsible for the review and modification of Defined Contribution plans, and managing a team of DC Reviewers and DC Analysts. Additional responsibilities include plan testing, preparation and filing of various IRS and DOL forms, participation in client consultation meetings and Plan terminations. Additionally, this role will conduct research, analysis and audits of various plans and assist in new procedure development and training.ESSENTIAL DUTIES AND RESPONSIBILITIES:Oversee and manage a team of Defined Contribution Reviewers and Defined Contribution AnalystsReview allocations, contribution and forfeiture amounts, annual discrimination tests and Form 5500 and attachments. Advise the analyst of any necessary modifications. Provide assistance, if necessary, in plan administrationPrepare plan documents and determine the need for amendmentMonitor timeliness of client service relative to valuation reports, 5500's, Disclosures requirementsReview overall plan status and communicate with client regarding situations needing attentionPrepare special studies and consult with clients and prospective clients, as neededAssist with plan termination by reviewing calculations, balancing assets, preparing IRS Forms, reviewing Notice of Plan Benefits and election forms, provide IRS required certifications, if applicable. Provide a quote for fee for serviceRespond to client inquiries and meet with clients when necessaryConduct research and consult with attorneys, accountants and investment advisors when appropriatePrepare and/or review Forms 1099 and 945Provide assistance with IRS and DOL notices and programs as well as during auditsAssist in determining appropriate client billing Communicate with a plan consultant, when necessaryReview and assist with 125 plan administrationAssist DC Analysts with resolving problems, conflicts, and issuesFill in for DC Analysts, when neededImplement new procedures and train analystsFulfill ongoing requirements to maintain professional certificationComplete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulationsRegular, predictable attendance is an essential requirement of this positionComplete all other duties as assignedEDUCATION AND/OR EXPERIENCE:Bachelor's Degree in Business Administration or equivalent years of experience in DC and/or managementMust be a Qualified 401K Plan Analyst E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteranQualificationsEducationBachelors of Business Administration (required)Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.