The Retirement Plans Specialist provides annual plan administration services and technical compliance
support to employers who sponsor qualified retirement plans, within performance standards and service objectives. Including in-depth understanding of the complexities of all facets of administering qualified retirement plans. This position(s) are available
in Missouri – St. Louis Metro, Kansas City Metro and Remotely.
Manage caseload (1 – 100+ plans) of 403b, Profit Sharing and/or 401(k) plans including: interpreting/preparing plan
documents, preparing reconciliation of plan investments to the plan valuation report, calculating contributions for corporate and self-employed business entities, maintaining on-going client relationships via face to face and telephone contact, preparing
and analyzing compliance testing results, prepare and analyze government filing requirements, interacting with external clients/advisors/vendors and BSW family.
Willingness to travel to all BPP locations to administer plans or deliver reports to
Assist with the installation of new client’s retirement plans as needed
Assist with projects on as needed basis and participate in Rapid Improvement Projects.
Ability to cross function in the organization
Continue education through seminars and industry certifications, etc.
EXPERIENCE / SKILLS:
5+ years’ experience in annual administration of qualified DC/401(k) plans including thorough understanding
and ability to interpret complex plan documents and code provisions.
Hands-on non-discrimination compliance testing and government form preparation and filing experience
Strong working knowledge of accounting and investment
Ability to work in a team environment, under pressure, meet deadlines, handle large volume of diverse work
High level of PC skills; working knowledge of spreadsheets, word processing applications, vendor systems and record
Leadership, problem solving and critical thinking skills
Excellent interpersonal, verbal, written communications, organizational and prioritization skills
Preferred Systems /
Working knowledge of Datair Record Keeping System
Working knowledge of FT Williams
Plan Design Knowledge
Bachelor’s degree in Business or Financial discipline
certification(s) – NIPA, ASPPA etc.
Experience in Employee Communications
BPP is proud to be an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race,
color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation or any other characteristic protected by the law. BPP is committed to providing a workplace free of any discrimination or harassment.