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Benefits Specialist

Blue Benefits Consulting

in Carmel IN / Bloomington IN

Logo for Blue Benefits Consulting

Blue Benefits Consulting, Inc. helps employers help their employees save for retirement!  If your desire is to work in an environment where you can develop relationships and become a trusted advisor to your clients, now is a great time to join us as we expand our Employee Benefits team in Indiana.  In this position as a Benefits Specialist, you will be involved in processing distributions and loans for 401(k) and other qualified retirement plans, as well as assisting with organizing and restating plan documents. This is a great place to expand your knowledge of retirement plans or learn the industry.

This position is located in Bloomington or Carmel, Indiana. Blue Benefits Consulting, Inc. is an affiliate of Blue & Co., LLC, a regional CPA firm. Blue & Co. has been recognized as “Best Places to Work” in both Indiana and Kentucky and a “Best Employer” in Ohio for several consecutive years!

In this role, you can:

  • Thrive with the support of management and ongoing training to continue to grow professionally in a stable career.
  • Grow with the support of management across the firm.  Flourish on a team that boasts an average of over 20 years of experience.
  • Appreciate our energetic corporate culture, business casual environment and competitive benefits and pay.

Position Responsibilities (we will train you!):

  • Process retirement plan distributions and loans on a daily basis across various investment platforms.
  • Communicate with the Plan Sponsor to request data, process participant distribution and loan requests.
  • Interpret plan documents regarding requirements for distributions and loans.
  • Assist with preparation and restatement of plan documents using template software.
  • Assist with preparation of plan amendments as needed.
  • Supporting the team in ongoing projects.

Position Requirements:

  • Good communication skills with clients, contacts and advisors.
  • Minimum 2 years of experience with qualified retirement plans, bookkeeping, payroll, or similar field.
  • Experience with Relius or FT Williams software is desirable, but not required. Motivated to learn multiple investment platforms, tracking systems and software programs.
  • Superior attention to detail and organizational skills; must be a self-starter.
  • Solid experience in MS Office (Word, Excel, and PowerPoint). Experience with advanced Excel functions is desirable.
  • Proofreading skills desirable.
  • Physical demands include the ability to lift up to 20 pounds, sit for long periods of time and the use of a desktop computer.

How to Apply

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