View All Jobs

Installation Specialist

Benefit Plans Plus

(Remote / Saint Louis MO)

Job Posting:    Installation Specialist (Exempt)

About Benefit Plans Plus:  

Benefit Plans Plus (BPP) is a Third-Party Administrator (TPA) of qualified retirement plans best known for delivering high-quality work and providing clients with the tools and services they need to grow healthier retirement plans. Based in St. Louis, Missouri, our clients extend throughout the Midwest in private, public, nonprofit, and government sector industries. We handle plans of all sizes—from startups with only a few employees to plans with thousands of lives. BPP is a trusted partner for businesses that want personalized service from credentialed retirement plan experts with robust technical knowledge of up-to-date regulatory changes and industry’s best practices.

Overview of the Position:

The primary role for this position is to complete new plan installations, takeover conversions, and vendor conversions in a timely and accurate manner.

Job Responsibilities:

• Works within the Internal Revenue Code and all regulations to keep clients compliant.
• Reviews plan documentation to determine plan features and discusses changes to adhere to standard document provisions.
• Assists clients with meeting deadlines.
• Prepares or restates plan documents.
• Prepares participant notices.
• Prepares blackout notices and terminations of prior providers.
• Manages internal transfers.
• Communicates potential issues or concerns to analysts and management.
• Schedules conversions and communicates timing of those conversions.
• Reconciles takeover assets.
• Completes set up in internal systems: FT Williams, DATAIR, and PensionPro
• Prepares plan work for clean transition (i.e., no additional requests will be needed from prior service provider once the Plan has been moved from conversion)
• Adheres to internal procedures and checklists/projects.
• Perform other related duties as assigned or needed.
• Utilizes internal and external resources to research answers to questions and issues.
• Heavy technology emphasis
• Process and manage plan installation which includes plan sponsor, financial advisor and participant questions on Enrollment, Distribution and Loan Processing while in installation.
• Participates in status updates in bi-weekly calls.
• Participate in weekly team meetings. Regularly correspond with the team regarding installations

Qualifications:

• Candidates should have a BS/BA degree in Business or a Financial discipline (or equivalent work experience)
• Two or more years of 401(k) Plan administration experience
• Industry certification preferred with NIPA, ASPPA or a 4-year college degree is preferred
• Excellent written and verbal communication skills
• Excellent time management, organizational skills, and ability to multi-task
• High level of critical thinking
• Ability to commit to lifelong learning and coachable
• Procedure documentation experience is a plus
• Experience with Pension Pro and FT Williams preferred
• Available to work flexible hours to meet daily schedules and cover peak workloads
• Experience with all stages of the installation process for defined contribution plans preferred

Benefits:

• Medical, dental and vision, short- and long-term-disability, company paid life insurance
• Paid time off, maternity & paternity leave, paid holidays,
• 401(k) plan with employer contribution
• Self-Care Fridays and Service Days

Work Location/Hours:

• Work from home or St. Louis, MO office or Springfield, MO office
• Must work from USA and be authorized to work for any US employer
• Company provided computer equipment

How to Apply

Apply Now

A Verified Employer
Benefit Plans Plus has trusted BenefitsLink to help reach qualified candidates for this opening.

View All Jobs

Manage This Listing (employer only)