Primary Duties
Primary Responsibilities:
- Dedicated Contact for assigned group of clients (Typically 80-100 Plans)
- Assist the client in ensuring the plan is meeting all retirement plan qualification guidelines
- Recommend changes to plan design or operation as needed
- Review and approve participant requests for assigned your assigned clients
- Compliance Testing and Review of Plan/Participant Limits
- Contribution Reconciliation
- Employer Contribution Calculations
- Preparation & Filing of Annual IRS Required Forms
- Prepare Formal Plan Documents & Amendments
Required Knowledge, Skills, and Abilities
· 3+ Years of Experience in Financial Services is Preferred
· ASPPA QKA Certification Preferred (or interest in obtaining)
· Computer & Technical Literacy (Microsoft Office Suite)
· Exceptional Communication Skills (Written & Verbal)
· Accountable & Self-Sufficient
· Ability to Adhere to Deadlines
· Desire to Provide Extraordinary Customer Service
Compensation Details
Hours worked:
In this position you will work during our normal business hours 8AM – 5PM, Monday-Friday with a 1-hour lunch. January - March 15th overtime is required, during other times of the year overtime may vary depending on workload.
How to Apply
Apply today through our company site: