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Retirement Plan Consultant

The Finway Group, LLC - A Strongpoint Partner

(Remote)

The Finway Group, a Strongpoint partner, is a Third-Party Administration (TPA) firm specializing in 401(k) plan administration, compliance, and consulting for retirement plans. We are industry leaders in 3(16) administration and Pooled Employer Plans(PEPs).  Due to significant company growth, we are seeking a team member that has experience and knowledge in the 401(k) industry with a drive to leave corporate America and be a part of our family atmosphere.

Are you familiar with ft William software, Pension Pro, compliance, plan administration and have refined customer service skills in the retirement industry? The Finway Group may be a perfect fit for you!

The Responsibilities:       

• Perform annual compliance testing for DC and 403(b) plans, including detailed reconciliation and trust level accounting
• Preparation and filing of Form 5500 on behalf of clients
• Providing excellent and timely customer service to both client, advisors, and recordkeepers
• Ensure compliance with DOL and IRS requirements
• Plan design consulting and plan document interpretation
• Assist with plan mergers and acquisitions
• Problem solving

The Qualifications: 

• Minimum 5 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 detail and accuracy

How to Apply

Please email your resume and compensation requirements to keith@finwaygroup.com

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