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Retirement Plan Consultant

Edberg Perry, LLC

in Phoenix AZ / Telecommute

Edberg Perry, LLC

  • Are you looking for a friendly work environment without the office politics?
  • Are you looking for a company where the concept of team and collaboration is a reality?
  • Are you committed to providing your clients with the right answer at the right time?
  • If so, then Edberg Perry may be for you!

Edberg Perry, LLC, a Phoenix-based employer, has a solid reputation for providing complete administration, compliance and consulting services for all types of employee benefit and retirement plans. Check out our website at http://edbergperry.com/ for more information about our company.

We have an immediate local or telecommute opening for a Retirement Plan Consultant, preferably with experience in both defined benefits (DB) AND defined contributions (DC).  In this role, you will manage a case load of simple and complex retirement plans and move them through the entire pension administration cycle, including compliance testing, Form 5500 preparation, plan consulting and other activities like loans, amendments, corrections and distributions.

Our benefits for full-time staff include:

  • Competitive compensation
  • 9 paid company holidays per year
  • 10 days of paid time off each year
  • 5 sick days per year
  • Medical and Dental plan
  • Short & Long-term Disability and Life Insurance
  • Retirement plan options
  • Wellness – challenges, yoga, office massage
  • 9-hour workdays Monday through Thursday
  • 4-hour workdays on Fridays

Qualified Administrator Candidates will have:

  • At least four years of TPA firm experience;
  • A superior understanding of plan documents and the annual lifecycle of plans;
  • Working knowledge of IRS, DOL, ERISA and PBGC rules and regulations governing the operation and administration of qualified retirement plans as well as generally accepted practice and procedures;
  • Ability to work with a variety of recordkeeping vendors;
  • Previous Defined Benefits experience will make your resume stand out, but we’ll provide training if your DC skills are already strong;
  • Superior verbal and written communication, organizational, and follow-up skills;
  • ASPPA/NIPA credentials or equivalent experience and experience with ASC software is preferred;
  • Proven experience with Microsoft Office Suite, with emphasis on Excel , and familiarity with internet;
  • Proven time management, organizational, multi-tasking, prioritization, and follow up skills in a rapidly changing environment; and
  • A keen sense of humor!

How to Apply

Got the right stuff?  If this sounds like what you're looking for, send us a cover letter (including your salary expectations) and your resume to: Resume_Submit@sbcglobal.net right away. No phone inquiries, please. Principals only. We look forward to hearing from you!

Edberg Perry is an Equal Opportunity Employer.

Keywords:  Plan Consultant, Plan Administrator, Combo Plans, DB, DC, DB and DC, telecommute, telecommuting, remote, Sr. Retirement Plan Administrator


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