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Specialized Consultant: Retirement Plan Administrator
Wolters Kluwer/ ftwilliam.com
(Torrance CA / Denver CO / Tampa FL / Kennesaw GA / Chicago IL / Riverwoods IL / Indianapolis IN / Wichita KS / Hagerstown MD / Waltham MA / Minneapolis MN / Saint Cloud MN / Saint Louis MO / Albany NY / New York NY / Columbus OH / Philadelphia PA / Dallas TX / Houston TX / Madison WI / Hybrid)
LOCATION: Hybrid – 8 days a month in the office (see locations on the posting)
OVERVIEW
The job is to assist managed services customers in a back-office capacity with retirement plan administration duties using the ftwilliam.com software as well as help out other teams as needed.
RESPONSIBILITIES
ftwilliam.com provides administrative, document and compliance software for retirement plan service providers. This specialist supports with managed services by performing retirement plan administration using the ftwilliam.com software.
This position requires that the individual:
- Assist with retirement plan administration for managed services customers
- Run eligibility calculations, required testing included but not limited to 402g, 415, ADP/ACP, and run new comp allocations as requested for plans with at both a daily RK and pooled/SDBAs
- Work closely with management and sales during the initial sale, to help with questions on managed services
- Assist with other duties as time permits
QUALIFICATIONS
Education: Two-year degree or comparable Industry experience
- Experience with ftwilliam.com preferred
- At least 3 years experience preferred
- Must have retirement plan administration experience
Other Knowledge, Skills and Abilities:
- Excellent customer service skills, including superior written and verbal communication skills
- Analytical and problem-solving skills
- Ability to manage multiple concurrent projects
TRAVEL: Less than 5% travel required to our various office locations.
Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.
Compensation:
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $91,600 - $126,800
Additional Information:
Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.
How to Apply
Application and Resumes must be submitted directly using the link to the Wolters Kluwer website
A Verified Employer
Wolters Kluwer/ ftwilliam.com has trusted BenefitsLink to help reach qualified candidates for this opening.
