Retirement Plan Administrator

Found in: beBee S US - 2 weeks ago

Appleton, United States KerberRose S.C. Full time
Retirement Plan Administrator
Retirement Plan Partners, LLC prides itself on providing quality services to plan sponsors and advisors throughout Wisconsin and across the country with a focus on mentorship and talent development opportunities. Our #1 focus is team members because we understand our growth, client base, and work is facilitated because of them. We firmly believe in the power of communication, collaboration, and personal and professional growth in an energizing work environment. We are driven by the ideas and dedication of our talented professionals and are always looking to attract those with the desire to make an impact and have a rewarding career.
Responsibilities:
  • Provide Compliance production support for client base, including Compliance Testing, Plan Valuation, and Form 5500 completion.
  • Assist with the preparation and mailing of Annual Questionnaires and Census Requests.
  • Track receipt of information needed to perform Compliance Testing and Plan Valuation.
  • Download Financial/Trust Statements as needed for the Plan Valuation.
  • Perform Trust accounting on individual brokerage accounts as needed.
  • Communicate with Actuaries regarding paired Plans.
  • Assist Plan Sponsors with processing Loans and Distributions as needed.
  • Promote client retention and identify opportunities to build existing relationships through exceptional customer service and consultation.
  • Communicate timely, effectively, and professionally both internally and externally.
  • Offer recommendations for improvement in processes and procedures.
  • Maintain awareness of Regulatory and Law changes as they affect Retirement Plans and assist in disseminating information internally as needed.
  • Help guide Plan Sponsors and Plan Advisors with technical Regulatory Compliance issues.
  • Attend industry and Company seminars and webinars to attain/maintain accreditation and develop industry related knowledge.
  • Perform other job-related duties and special projects as assigned.

Qualifications:
  • Bachelor's Degree in related field
  • Current or goal-oriented accreditation through ABA, ASPPA and/or NIPA
  • Prior experience in the Retirement Plan industry
  • Strong communication skills, both written and verbal
  • Strong computer literacy, including Excel, Word, and Adobe
  • Familiarity with Access beneficial
  • Prior experience with plan valuation, compliance testing and Form 5500 required
  • Familiarity with Plan Provider systems beneficial
  • Strong organizational and problem-solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast-paced environment

Culture and Core Values: Retirement Plan Partners, LLC offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture: • Honesty • Integrity • Respect • Balanced Life • Community Oriented Our team members are our most valuable assets, which is why Retirement Plan Partners, LLC team members are given frequent opportunities for achievement and recognition.
Benefits: • Mentorship and Talent Development Program Opportunities • Continuing Professional Education • Financial incentive and exam fees reimbursed for passing the Retirement Plan Fundamentals (RPF), Qualified 401(k) Administrator (QKA), Qualified 401(k) Consultant (QKC), Qualified Pension Administrator (QPA), and/or Certified Pension Consultant (CPC) examinations, as offered by the American Society of Pension Professionals and Actuaries (ASPPA) • Responsible Paid Time Off and Holidays • Employer Matching 401(K) & Profit Sharing Plan • Health, Dental, Vision, and Life Insurance • Flex Spending Account/Section 125 Plan • Health Savings Account • Short-Term and Long-Term Disability • Wellness Reimbursement and Programs • Student Loan Repayment Program • Business Development Incentives

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