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Retirement Plan Consultant

Independent Retirement

in Remote / Portland OR

Hello Future Retirement Plan Consultant,

Independent Retirement (INDE) is a third-party administration firm that provides ERISA compliance services to small businesses in the Pacific Northwest.

We strive to be the best in class in our work and the service level we offer to our clients and strategic partners. We want to be a place of work where very talented individuals are empowered to do their best work with very little in their way.

We look for people that align with our core principles:

1. Follow through and keep your word
2. Strive for excellence
3. Do it now, right now
4. Make it easy (client, partner, colleague)
5. Communicate, communicate, communicate

We think that with the right team, we can accomplish our 5-year goal of doubling the size of our client base and expanding our market into Washington and Idaho.

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Why we are hiring for this role now:

We are hiring for this role to achieve two essential business objectives:

• Take over management of an existing book of client relationships
• Create capacity to support future expected growth

Primary responsibilities of this role:

• Manage client relationships for a designated group of 85 - 125 profit-sharing, 401(k) and other retirement plan types
• Oversee and review work performed by retirement plan administrators to ensure completeness and accuracy in core aspects of plan administration, as well as timely turnaround of deliverables to clients and partners
• Lead, mentor, and assist plan administrators in developing their knowledge and skills
• Proactively consult with clients and investment advisers on various aspects of plan design, operations and compliance
• Communicate directly with clients, participants, partners, and team members using a variety of mediums to provide proactive issue resolution
• Actively participate in company initiatives to improve internal operations, client retention, and overall value to our stakeholders
• Maintain professional and technical knowledge by attending educational workshops and industry conferences, reviewing professional publications, training, and cultivating a professional network
• Manage ad-hoc projects as assigned

What it will take to be successful in this role:

• Intelligent with good problem-solving skills
• Continuous learner
• Growth mindset
• Effective communicator
• A balance between pace and perfection
• Details matter to you
• Multi-tasking is second-nature
• Willingness to go above and beyond when necessary

Requirements to apply for this role:

• 3+ years of experience as a retirement plan administrator or plan consultant
• Familiarity with ERISA, the Internal Revenue Code and related regulations that apply to qualified retirement plans
• ASPPA QKA credential or equivalent preferred but not required
• Proficiency with Microsoft Office 365 office suite and Adobe Acrobat, as well as a willingness and ability to learn other technology platforms quickly
• Experience with ASC (defined contribution compliance), DGEM (plan documents), FTWilliam (government filings), and PensionPro (workflow management) is preferred, but not required
• Willingness to work additional hours during peak periods or as necessary

Technology Stack:

• Windows-Based PC
• Microsoft Office 365
• PensionPro
• ASC-Val
• DGEM
• FtWilliam
• Adobe Acrobat Pro
• RingCentral

Compensation:

We will offer the right candidate a competitive compensation and benefits package:

• Base salary $65,000 to $90,000+
• Bonus compensation based on KPIs and overall performance
• 401(k) with match up to 4%
• Subsidized health and dental insurance
• Short term disability
• 3 weeks paid time off + 16 hours paid time off for charitable causes
• Flexibility to work from anywhere
• Full reimbursement for continuing education

Other:

• This opening is based in our office in Portland, Oregon, but will be made available to candidates that prefer to telecommute  

More Information:

• More information about Independent Retirement can be found online at www.independentretirement.com.

How to Apply

Please submit a cover letter and resume to eburnside@independentretirement.com.

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