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Pension Practice Director

Retirement Plan Resources [RPR], A Division of Baldwin CPAs

in Louisville KY / Telecommute

Retirement Plan Resources Division Baldwin CPAs

Louisville KY Region / Partial Telecommute

We are currently seeking a full-time Senior Pension Administrator to join our team. We offer a competitive compensation and benefit package along with a great culture of work / life balance!

Retirement Plan Resources (RPR) provides enhanced pension administration services.  Whether it is pension consulting, design, or administration, as a division of Baldwin CPAs, RPR leads the way with public accountants at the helm. We bring a broader, more objective, and often more informed perspective to our client’s pension plans.  In fact, RPR makes decisions based on the client’s financial history and goals.

Job Summary: Manage client relationships. Oversee and review work performed by plan administrators to ensure completeness and accuracy in core aspects of plan administration.

Responsibilities:

  • Lead, mentor, and assist plan administrators
  • Proactively consult with clients and partners
  • Draft, review, and interpret plan documents.
  • Maintain professional and technical knowledge by attending educational workshops and industry conferences.
  • Serve as a technical resource to our team.

Requirements:

  • Experience with FT Williams, PensionPro and Relius experience preferred.
  • Professional designations ASPPA, NIPA, preferred
  • Between 5-10 years of 401(k) plan administrative experience
  • College degree
  • Excellent communication and organization skills
  • Working knowledge of Microsoft Office (Word, Excel, Outlook)

Compensation / Benefits:

We offer employees competitive base salaries.  In addition, we provide an array of great benefits including health, dental, vision and life insurance; a 401(k) plan with matching contributions, paid time off, and flex schedules. Also, support for NIPA and ASPPA continuing education. Eligible candidates living in the Louisville region will have the potential of partial remote capability.

Equal Opportunity Employer

How to Apply

Applicants can apply by sending a resume to:  lisa.marcum@baldwincpas.com


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