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Retirement Plan Reviewer and Document Specialist

Karel-Gordon & Associates

in Remote / Deerfield IL

Logo for Karel-Gordon & Associates

Karel-Gordon & Associates is looking for a new team member to join us as an experienced Retirement Plan Reviewer.

We are a well-established actuarial, consulting and retirement plan administration firm located in Deerfield, IL. We are highly reputable and have been in business for almost 50 years.  As we continue our steady growth, we are looking for the right people to join our team. 

We have a collaborative, friendly work environment, offer a competitive salary, and provide a valuable benefits package. We offer all team members the ability to work from home.

Ideal Candidate has:

  • At least 10 years of DC retirement plan administration experience
  • Experience with Relius and/or FT Williams document software, writing documents and amendments
  • Experience with Datair software, administration and reporting
  • A proven track record of accurately and efficiently performing valuation and trust accounting work
  • Experience reviewing valuation and trust accounting work
  • Strong organizational skills and the ability to work independently
  • Proficiency in Excel, Word and Outlook
  • Excellent client communication skills
  • Ability to handle duties with confidentiality and extreme professionalism

Duties will include:

  • Plan Administration including compliance testing, trust accounting and client relationship work for a small book of plans.
  • Review of team member’s DC plan valuations and trust accounting work.
  • Preparation and review of plan documents and amendments.
  • Review Annual Reports for clients, including Forms 5500, SAR, 8955, and related schedules.
  • Review of termination distributions, loans, qualified domestic relations orders (QDROs), RMDs, in-service and hardship withdrawals.
  • Review of IRS Forms 1099-R and 945.
  • Special compliance projects that are operational and document related in nature.
  • Acting as a resource for team members on DC topics.

How to Apply

To apply, please send a resume to jobs@karelgordon.com


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Karel-Gordon & Associates has trusted BenefitsLink to help reach qualified candidates for this opening.

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