View All Jobs, Sorted by Date

Retirement Plan Administrator

Pension Inc.

in Green Bay WI / Hybrid

Pension Inc., a leading provider of retirement plan administration and recordkeeping, is seeking a Retirement Plan Administrator to help business owners and employees transform retirement goals into reality.

Education and Experience:

• Business Bachelor’s Degree. (Experience in lieu of degree will be considered.)
• Experience in qualified plan administration and knowledge of the retirement services industry.
• Experience in Relius software desirable, but not required.

To be successful in this position you must possess and effectively demonstrate the following:

• Ability to prioritize workload to meet schedules and deadlines.
• Ability to work with a high degree of accuracy and attention to detail.
• Strong organizational skills.
• High Level of critical thinking.
• Clear, accurate and professional verbal and written communication skills.
• Must be able to work both independently and with direction.

Job Duties Include:

• Provide on-going plan administration and ensure compliance with governmental regulations and laws.
• Provide support and guidance to retirement plan clients and investment partners.
• Research and resolve complex issues relating to plan operations and documents.
• Perform mathematical calculations/allocations, annual compliance and discrimination testing.
• Prepare annual plan valuations, reconciliations, and investment trust accounting.
• Perform other responsibilities and special projects as assigned.

Hours:

• Pension Inc. Administrators typically maintain flexible in-office schedules. (Remote employment may be available based on candidate and ability to be on-site for required trainings and group meetings.)
• Full Time Salary Position / Monday through Friday
• Summer Office Hours Offers an Early Close on Fridays

Compensation and Benefits:

• Base salary (dependent on experience)
• Employer-sponsored 401(k) plan with employer contribution
• Health Insurance
• Supplemental benefit packages available
• Professional and collaborative team environment

How to Apply

To apply, please send your resume to:

Kayleigh Stewart
Partner/ Vice President
E: KStewart@pensioninc.net
P: (920) 432-7020 ext 4985

A Verified Employer
Pension Inc. has trusted BenefitsLink to help reach qualified candidates for this opening.

View All Jobs, Sorted by Date

Manage This Listing (employer only)