LT Trust Company is a privately held, rapidly growing 401(k) recordkeeping and administration firm headquartered in Denver, Colorado. We offer a true open architecture 401(k) platform that gives advisors and
plan sponsors the ability to choose the best of breed investments from any fund family with very competitive fees. In response to an influx of new business, LT Trust is looking to expand our team by hiring talented individuals that can provide
excellent service to our clients.
Market competitive salary
Eight paid holidays and 25 PTO days annually
Comprehensive medical and dental insurance plans
401(k) plan with 3%
Non-Elective Safe Harbor Contribution
Business casual dress
Convenient downtown office location accessible by company provided RTD Eco Pass (Busses and Light Rail)
A fun, hard-working atmosphere
Opportunities for career
Build strong relationships with clients and advisors through proactive communication as a member of our Account Service Team.
Responsible for the overall client relationship
experience, including building and maintaining a strong relationship with plan sponsors, advisors, and TPAs
Analyze, troubleshoot, and problem solve recordkeeping issues
Respond to clients by reviewing and responding to incoming e-mail
volume and phone calls
Provide training to Advisors, Plan Sponsors, and TPAs to communicate procedures relating to payroll submission, fund changes, loan and distribution processing, compliance testing, etc.
Advise Plan Sponsors on
mandatory and discretionary plan document amendments
Quality assurance review of participant statements, client invoices, fee disclosure notices, and compliance tests
Manage plan design and fund changes for existing plans, including
preparation of sample participant communication
Provide assistance and website training to Advisors, Plan Sponsors, and TPAs
Conduct webinar enrollment presentations
Bachelor's degree or an equivalent combination of education and 4 years relevant experience
Minimum of 2 years of 401(k) /defined contribution plan recordkeeping experience
Demonstrated experience handling relationships with
participants, advisors, Plan Sponsors, or TPAs.
Knowledge of ERISA Regulations and the applicable Internal Revenue Code is required