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Retirement Plan Consultant
The Finway Group
(Remote)
The Description: The Finway Group is a Third-Party Administration (TPA) firm specializing in 401(k) plan administration, compliance, and consulting for retirement plans. Due to significant company growth, we seek a team member with experience and knowledge in the 401(k) industry with a drive to leave corporate America and be a part of our family atmosphere.
The Experience: Are you familiar with ft William software, compliance, and plan administration, and have refined customer service skills in the retirement industry? The Finway Group may be a perfect fit for you!
The Why:
- 100% of premiums covered for employee health, dental, life, short-term disability, and $1,200 HSA contribution per year
- 3% company contribution to 401(k) and Cash Balance plan
- 15 days PTO with increasing amount with tenure, six paid holidays, plus two floating holidays
- Work/life balance strongly encouraged
- Remote location can be offered if not in the Des Moines area
We take great pride in our work and do what makes sense, not something that is corporate. We value hard work, do not micro manage and grow our employees as the company grows. Please visit our website for more information: finwaygroup.com
The Responsibilities:
- Perform annual testing of ADP/ACP, coverage, top heavy, etc
- Prepare and analyze data for use in annual valuations and plan administration
- Preparation and filing of Form 5500 including trust accounting and reconciliation
- Ensure compliance with DOL and IRS requirements
- Plan design consulting
The Qualifications:
- Minimum 3 years’ experience in administration of defined contribution plans
- Experience with ft william software in both compliance and 5500 modules required
- Experience with PensionPro preferred
- Exceptional customer service skills, both verbal and written
- Experience with PEPs a plus
- Strong attention to details and accuracy
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Paid time off
How to Apply
Please send your resume and compensation requirements to Amy Campos-Hong, HR Consultant at amy@finwaygroup.com.
A Verified Employer
The Finway Group has trusted BenefitsLink to help reach qualified candidates for this opening.