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Retirement Plan Specialist

2 months ago

Erie, United States Definiti Full time

Job Type

Full-time

Description

Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what's next for their retirement plans.

PURPOSE OF POSITION

The Retirement Plan Specialist (RPS) will work on a team with other retirement plan professionals to support the service needs of our retirement plan clients and investment advisors.

PRIMARY DUTIES AND RESPONSIBILITIES

  • Serve as the single point of contact for retirement plan sponsors and investment advisors
  • Build strong relationships with clients and advisors through delivery of our value propositions to ensure satisfaction and longevity
  • Ensure ongoing client satisfaction and client's willingness to be a reference
  • Utilize strong communication and service skills to ensure customer delight
  • Know and understand Definiti's business model, strengths and product offerings
  • Represent the company on client calls and in client meetings, as needed
  • Work with clients on a periodic basis to "check in" (gather census data, signed amendment, provide industry news, etc.)
  • Scrub Census, review eligibility, asset reconciliations and tax filings
  • Communicate compliance results, calculations and tax filings
  • Assist clients with day-to-day questions pertaining to their plan
  • Maintain knowledge regarding industry trends and legislative/regulatory requirements and changes
  • Ability to accurately interpret and apply plan document provisions
  • Have a working knowledge of custodian websites and processes
  • Determine and calculate Required Minimum Distribution (RMD)
Requirements

COMPETENCIES REQUIRED
  • Demonstrated excellence in written and verbal communication
  • Must be detailed and possess strong organizational skills
  • Time management focused adhering to deadlines and timelines
  • Proficient with numbers and basic calculations
  • Solutions oriented
  • Ability to work independently and as part of a team in a fast-paced environment
  • Understand plan documents (Basic Plan Document, Adoption Agreement, Summary Plan Description (SPD), Amendments, Summary of Material Modifications (SMM) and annual notices)
  • Understand the annual lifecycle of plan (data collection, eligibility, compliance testing, trust accounting and Form 5500 preparation and filing)
EDUCATION AND QUALIFICATIONS

High School Diploma or GED required

Bachelor's degree in accounting, Finance, or related field preferred; Equivalent experience considered in lieu of degree

Minimum 2 years of experience in a financial services operations' environment required

Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA designation or NIPA equivalent

Experienced with ASC software a plus

Proficiency with Microsoft Office applications required

REMOTE WORKING REQUIREMENTS

As a remote-first company, we have compiled expectations for a successful remote work environment:
  • Ability to build rapport with others remotely while working productively with limited in-person interaction
  • Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
  • Designate a quiet, and well-lit space free of as many distractions as possible
  • Be online and available to work during designated business hours in local time zone
  • Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus
  • Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

BENEFITS

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:

•A virtual-first work philosophy

•401(k) with up to 4% match

•Generous paid time off starting with four weeks, in addition to 9 paid holidays and 2 paid floating holidays

•Paid Parental Leave

•A variety of medical, dental and vision plan options including Definiti subsidized premiums

•Company-paid life insurance and short-term disability insurance

•Bonus plan eligibility