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Retirement Planning Administrator

The MandMarblestone Group, llc

in Philadelphia PA / Telecommute

Progressive, team-oriented legal / pension consulting firm seeks a motivated individual to join our team as a Retirement Plan Consultant. Successful candidate will work with our existing team of Plan Consultants, Case Managers and Senior Administrators, Client Service Representatives and attorneys in providing our clients with superior plan services and administration of their employee retirement plans in our Philadelphia office.  Remote Considered.

Salary range for this position is $48,000 to $55,000, based on qualifications and work experience. We offer excellent benefits and are committed to providing a work environment that allows employees to grow and meet their professional goals, while achieving a sense of balance and having fun doing so.

The candidate should be an energetic and enthusiastic individual with at least two years of experience in administration, testing, and reporting for balance forward and daily valuation defined contribution plans. Experience with New Comparability-type plan designs and/or defined benefit plans is a plus, but not required. Experience converting plan assets between providers is considered highly desirable.

Responsibilities include, but are not limited to, client communications, plan consulting/administration, annual valuation reports, Forms 5500, ADP/ACP testing, and compliance under Sections 401(a)(4), 410(b), 415. Experience with trust accounting and asset reconciliation is preferred.

Successful candidates will possess:

  • Strong planning and organizational skills
  • Ability to adapt to changing priorities
  • Ability to work independently as well as part of a team
  • Strong customer service orientation and communication skills
  • Experience with recordkeeping, spreadsheet and word processing applications
  • Strong accounting skills
  • ASPPA and/or CEBS designations are a plus
  • ASC record-keeping software experience 

We offer a casual, open work environment, competitive compensation and benefits, support for continued education, and a discretionary performance bonus program. We are a growing organization offering a defined career path and significant opportunities for the right individuals. Consideration will be given to individuals who are not in the area and apply to work remotely. Compensation will be determined based on experience.

Employment is dependent on the results of a background check.

How to Apply

Please submit your resume to ConsultantResumes201908@gmail.com.

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