Retirement Plan Consultant
Job DetailsPosition Type: Full Time
Retirement Plan Consultant
Summary…
July Business Services (JULY) is seeking an individual for Retirement Plan Consultant. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of other retirement plan professionals. The ideal candidate for this position is a person that has experience completing administration tasks for 401(k) plans, including, compliance testing, trust accounting, eligibility and contribution calculations, Form 5500s with audits, research related to compliance matters, consultations regarding ERISA items and answering questions for team members completing these tasks.
The Gig…
Provide support to internal and external clients on complex topics related to retirement plans
Responsible for quality control and review for up to 200 small and mid-sized plans
Responsible for preparation of year-end compliance projects for up to 50 small and mid-sized plans
Responsible for answering questions and reviewing escalated or complex distributions
Assisting and completing complex projects and calculations such as missed deferral opportunities and plan audits
Assisting team members with research and consultation on plan administration projects
Interacting with Client Service Managers and Plan Sponsors on complex plan issues as the subject matter expert
Interacting with Plan Administrators to obtain answers on projects and help prioritize project completion
Collaborate with team members to improve departmental processes
Help meet individual, departmental, and company key performance indicators (KPIs)
Our Needs…
3+ Years Retirement Plan Experience with a thorough understanding of retirement plan compliance
Understanding of daily recordkeeping processes
QKA or equivalent credential
Professional and concise verbal, non-verbal, and written communication skills
Strong attention to detail and sense of urgency
Agility to pivot as priorities and processes change
Self-starting, resourceful, solution seeker who works well independently and requires minimal oversight
Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness
Client centric, positive, team player with "can and will do" attitude no matter the task size
Our Wants…
Bachelor’s Degree
Relius knowledge and experience
A good sense of humor with self and audience awareness
Our Values…
Champion A Winning Culture
Commit to Excellence
Deliver WOW Experiences
Foster Strong Relationships
Have A Servant's Heart
Drive Change & Innovation
We know that if we live our values, we will serve our mission to simplify retirement plans through service, expertise, and technology and achieve our vision to be the most trusted retirement plan partner to small businesses and advisors.
Our Benefits…
An unmatched people centric, values driven work environment
Flexible, remote work schedules (no time spent commuting or costly gas expense)
Employee recognition programs
401(k) Plan with immediate fully vested 5% employer match
100% employer paid employee medical insurance options
Generous paid time off perks
Education programs (leadership, personal financial wellness, industry, employee benefits, etc.)
Ancillary benefit offerings for you and your family (accident, critical illness, hospital), and pet insurance