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Retirement Operations Specialist

Fringe Benefit Group

in Austin, TX

 

 

RESPONSIBILITIES

  • Maintain client relationships and respond to administrative questions from clients
  • Provide support to Account Executives and sales staff
  • Prepare client reports and confirm accuracy of data
  • Prepare Forms 5500, 5330 and assist clients with filings
  • Gather data and prepare responses for IRS, DOL audits
  • Facilitate plan conversions and transfers
  • Assist clients and auditors with Form 5500 audits
  • Consult with clients on plan termination and prepare documents

QUALIFICATIONS

  • A minimum of 2-3 years of experience in retirement plan administration
  • Proficiency in Microsoft Word and Excel
  • Excellent verbal and written skills
  • Strong client services skills
  • Keen attention to detail with high degree of accuracy
  • Knowledge of ERISA and IRS retirement plan regulations
  • Experience with Relius Administration Systems desired

EDUCATION

  • Bachelor’s degree
  • Successful completion of ASPPA designation (QKA, QPA, CPC) or willingness to obtain preferred

Fringe Benefit Group provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

How to Apply

All qualified applicants should express interest via jobs@fbg.com with a RESUME attached.

Visit our web site.


This ad has been viewed 873 times. It expires on 6/12/2017.

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