Compliance Coordinator / Senior Plan Administrator
Scholz & Friends Enlightened Retirement Group, Inc.
in San Antonio, TX
San Antonio, Texas
Helping people change their lives, for the better, directs every action we take at Scholz & Friends Enlightened Retirement Group, Inc. We are committed to providing the highest level of retirement plan advisory and
administration services to the advisory and business community we serve. Our service focused, professional team approach creates value for our "Friends" with appropriate, timely, accurate and personalized services.
We provide consulting and
pension administration services for all types of qualified retirement plans including 401(k), Profit Sharing, Cross-Tested and Defined Benefit, including Cash Balance plans. Our investment partners include John Hancock, American Funds, Mass Mutual, Lincoln
Financial and Transamerica. We do not provide investment services. Instead, we maintain our focus on documentation, consulting, on-going compliance and other administration services.
Due to our continued growth, we are currently seeking an
experienced Compliance Coordinator / Senior Plan Administrator with hands-on experience in pension documentation, administration and compliance services. This position resides in San Antonio, Texas and thus does not allow for
Experienced candidates will be expected to:
Track new business and help coordinate plan conversions and vendor paperwork
Prepare Plan Documents prior to delivery to clients
Communicate (verbally and in
Maintain qualified status of plan documents and ensure all notice requirements are met
Initiate processes and procedures to improve work flow
Review and process QDRO's
Experience with FT William
/DATAIR and working with one of our investment partners listed above is a definite plus
We believe the ideal candidate for this position must possess the following skills:
Extensive knowledge of ERISA and subsequent Regulations
Exceptional organizational skills
Ability to work independently
A "friendly" can do attitude
Ability to think "outside the box"
Strong attention to detail
Knowledge of all aspects of
small /medium case plan administration/consulting
Working knowledge of client data base and contact management systems is a definite plus
We provide compensation based on performance, 100% paid health/dental/disability benefits, 401(k)
Plan with safe harbor and profit sharing contributions, educational reimbursement for pension related programs, a fun working "San Antonio Lifestyle" environment with unlimited growth potential.
If you are looking for a place to make a real
difference in people's lives, instead of being an insignificant cog in a pension "chop shop", we may be the employment home you have been looking for.
How to Apply
No phone calls or employment agencies please.
Interested candidates please respond via email to: