Blue Benefits Consulting, Inc. helps employers help their employees save for retirement! We do that by building relationships with our clients, understanding their goals and helping them reach those goals as their trusted advisors. We are
looking for an experienced retirement plan consultant to join our team located in Bloomington, Indiana. As a Manager, Benefits Administration, you will have a role in all phases of retirement plan administration for a variety of clients, primarily
in the Bloomington, Indiana practice.
This position is located in Bloomington, Indiana. Blue Benefits Consulting, Inc. is an affiliate of Blue & Co., LLC, a regional CPA firm. Blue & Co. has been recognized as “Best Places to
Work” in both Indiana and Kentucky and a “Best Employer” in Ohio for several consecutive years! www.bluebenefitsonline.com
In this role, you
Contribute to an expanding practice that welcomes innovation.
Grow with the support of management across the firm. Flourish on a team that boasts an average of over 20 years of experience.
Thrive in our
energetic corporate culture, business casual environment and receive competitive benefits and pay. Receive ongoing training to continue to grow professionally in a stable career.
Interact with a variety of clients on the phone and in
Administration of key or large clients; assistance with annual audits.
Review compliance and administration work performed by others.
Client and advisor
relationship development and maintenance.
Review and interpret plan documents to ensure compliance with DOL and IRS requirements.
Trust accounting and asset reconciliation.
Calculate and allocate annual employer contribution and
forfeitures; review eligibility and complete vesting determinations.
Compliance testing, including ADP/ACP, non-discrimination, coverage and top heavy.
Preparation of annual valuation and Form 5500 filing.
Assist with plan design
and new business development.
Good communication skills with clients, contacts and advisors
7+ years’ experience with qualified retirement plan administration, Third Party
Bachelor’s degree in related field preferred.
Qualified 401(k) Administrator (QKA) credentials through American Society of Pension Professionals of America (ASPPA) preferred.
Understanding of plan
design and composition of qualified plan documents.
Solid understanding of recordkeeping software; Relius experience a plus.
Experience with balance forward & daily valuation (Platform) plans.
Superior attention to detail and
organizational skills; must be a self-starter.
Experienced in MS Office (Word, Excel, and PowerPoint).
Travel to other offices 10-15% of the time for client meetings, training, including some overnights.
Physical demands include
the ability to lift up to 20 pounds, sit for long periods of time and the use of a desktop computer.
We are responsive. We are caring. We are advocates. Blue & Co., LLC, is proudly ranked as the 52nd largest CPA
firm in the U.S. From a startup in 1970 to thirteen offices throughout Indiana, Kentucky, Ohio, and Texas, our success is driven by a culture of responsive solutions for our clients and a real commitment to our employees.
A background check will
be required for employment in this position. Blue is an EOE/AA employer. M/F/D/V. All individuals, including minorities, women, individuals with disabilities, and veterans are encouraged to apply.
How to Apply
To apply, please follow this link and apply through Blue & Co., LLC's application page: http://bit.ly/2q0HmNh
Blue Benefits Consulting, Inc. is an affiliate of Blue & Co., LLC
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It expires on 7/8/2017.