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Retirement Plan Corrections/ Implementation Specialist

Fiduciary Outsourcing LLC

in Phoenix AZ / Hybrid

Logo for Fiduciary Outsourcing LLC

Do you enjoy working with retirement plans but want something more? Are you half-baked about the thought of another year of census scrubbing and filling out 5500’s but want to continue in the retirement plan industry? Do you want to apply your knowledge but do it from the sponsor’s side? Do you want a position where no two days are the same? Then this position may be just what you are looking for!

This role will allow you to apply your retirement plan knowledge to the 3(16) fiduciary side of the world. You will need to be able to solve plan issues for the sponsor as a fiduciary. You will need to be able to understand different payroll systems, but we can teach you that. This position will have lots of interaction with the plan’s sponsor, recordkeeper, financial advisor, auditor, TPA and even some participants. You will also interact with our internal teams that make the 3(16) work.

Daily, any or all the following items could find their way to your desk:

  • Coordinating the on-boarding of new clients to our system and services
  • Interacting with clients, vendors, and partners by email, phone, and video meetings.
  • Troubleshooting a broad range of challenges that may arise and determining a solution.
  • Initiate and lead calls with clients and partners to discuss next steps, errors, setbacks, and solutions.
  • Analyze retirement plan documents, payroll system setup, payroll reports and other reports.
  • Build and customize payroll reports.
  • Work in a variety of payroll providers and familiarize yourself with the different systems and how they operate.
  • Work on plan related correction projects

Who We Are:

Fiduciary Outsourcing is a 3(16) firm with over 500 clients spread out across the US. We work on retirement plans and help plan sponsors run their plans efficiently. Our job is to alleviate the stress from running a retirement plan.

Qualifications:

  • 3+ years of retirement plan/TPA experience.
  • Customer service, relationship management or research related experience.
  • Excellent written and oral communication skills to address client’s needs.
  • Excellent attention to detail and organizational skills.
  • Technical aptitude to learn payroll, recordkeeping, and compliance software applications.
  • Salesforce experience.

Salary range- $75,000 - $150,000

How to Apply

To apply, please email resume to angela.bergevin@316fiduciaries.com


A Verified Employer
Fiduciary Outsourcing LLC has trusted BenefitsLink to help reach qualified candidates for this opening.

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