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Plan Consultant

The Finway Group

(Remote)

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!

What You'll Do             

• 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

What We Are Looking For 

• 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
• Proficient in all Microsoft Office applications such as: Word and Excel
• Strong attention to detail, file compliance, and accuracy

 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.

Benefits

• 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

EEO Statement

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Suitability Statement

Any offer of employment is contingent upon the successful completion of a background check conducted after a conditional offer has been made, consistent with applicable federal, state, and local laws. A criminal history will not automatically disqualify a candidate from employment. We consider the nature of the offense, the time elapsed, and its relevance to the position.

E-Verify Employer
The Finway Group participates in E-Verify and complies with all federal requirements regarding employment eligibility verification. We are an Equal Opportunity Employer and consider all qualified applicants without regard to protected characteristics.

How to Apply

Please send your resume to Amy Campos-Hong, amy@finwaygroup.com. When you submit your application you MUST provide your compensation requirement as well as your start availability date in order to be considered for the position. 

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A Verified Employer
The Finway Group has trusted BenefitsLink to help reach qualified candidates for this opening.

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