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Retirement Plan Administration Consultant

Fiduciary Wise

in Remote

Logo for Fiduciary Wise

Fiduciary Wise is growing and looking for a seasoned professional to work as an administrative consultant in all retirement plan compliance and administration phases.  Fiduciary Wise does not provide TPA services, but does provide fiduciary governance oversight. 

Essential duties and functions will include items such as:

  • New client transition consulting & management, including document review.
  • Day-to-day administration consulting.  You are the technical resource problem solver.
  • Review and sign client 5500s.
  • Providing superior customer service guidance for clients.
  • Reviewing administrative work performed by service providers.

You:

  • Have worked in all aspects of retirement plan administration by completing such tasks as non-discrimination testing, contribution calculations, distribution processing, financial accounting, data gathering, etc.   (But don’t want to do it anymore!)
  • Have a demonstrated stable track record (at least 5 years) of being an experienced and self-motivated professional.  You can manage yourself and do what it takes to get the job done. 
  • Have an entrepreneurial spirit and are tired of being an “8 to 5” employee just going through the motions, but instead will embrace the challenges and rewards in growing a successful company.
  • Have a dedicated area at home to work remotely and securely.
  • Are looking for a work/life balance from a family-oriented firm that fosters a supportive environment to become a part of the “Fiduciary Wise Family.”
  • Can provide legitimate references and can pass a comprehensive background check.
  • Are willing to be responsible for the quality of your work.  Remember, fiduciary responsibilities are personal.
  • Have certifications from institutions such as ASPPA or NIPA for retirement plan administration.
  • Have experience working with the recordkeeping operations of firms such as Nationwide, Epic, Fidelity, Empower, Ascensus, Voya, etc.

Fiduciary Wise

Fiduciary Wise is a national leader in providing Fiduciary Governance to retirement plans with over 15 years’ experience in serving as a named ERISA 402(a) and 3(16) Fiduciaries.  Our clients have over $2b in assets , and we have been serving in a Pooled Plan Provider capacity for over 10 years.  In addition, Fiduciary Wise provides “forensic” and expert fiduciary services for ERISA litigation.

This position entails working in a remote environment.  You are responsible for providing their internet services,  and managing internet service protocols and safeguards.   Our business office operates during standard hours, from 8:00 am to 5:00 pm, when you are expected to be available.  But we are also flexible in catering to the work/life balance.

We offer a competitive salary and time off as you need it.   

Clients love Fiduciary Wise; our retention rate is 99%.  Do you want to be part of this success?  Explore your next, and probably last step in your career with Fiduciary Wise!

How to Apply

Send your resume and cover letter to Tom.Bick@FiduciaryWise.com


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Fiduciary Wise has trusted BenefitsLink to help reach qualified candidates for this opening.

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