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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 telecommuters.

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 writing) effectively
  • 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:

Attn: Human Resources                                         
Scholz & Friends Enlightened Retirement Group, Inc.
Email: belinda@scholzfriends.com

Visit our web site.


This ad has been viewed 1474 times. It expires on 8/9/2017.

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