Retirement Plan Consultants LLC is an all-inclusive consulting firm for 401(k) and 403(b) plans. The right candidate for this
position will have prior third party administration experience and meet/exceed team goals, manage a number of client relationships within the retirement business unit, and successfully provide third party administration services to our
Retirement Plan Consultants LLC provides an employee-friendly environment and offers extremely competitive wages and salary to commensurate with experience. Benefits include group health plan, vision, dental and short and long term
disability plans, employer matched retirement plan, paid holidays, paid time off, paid CPE, and a flexible work environment.
We are located in Norfolk, Nebraska, however; this position is remote with minimal travel for training. We are looking for a
candidate with experience working independently and getting the job done!
Primary activities include, but are not limited to:
Provide clients guidelines to ensure the plan is meeting all retirement plan qualifications
co-workers preparation of documents, testing, and annual filings
Be technical go-to person for internal staff questions
Work with co-workers to complete special projects and improve department quality
Preparation of Client Annual Filings
Preparation and review of plan documents and amendments
New Comparability plan contribution calculations
Build and maintain strong client
Identify and respond to clients’ changing needs and industry trends
Education – bachelor’s degree preferred with a minimum of an associate’s degree required in business,
finance, accounting, or a related field.
Experience – 2+ years of client/customer service, and 3+ years of experience in the retirement administration industry, preferable in 401(k) and 403(b) administration. Preferred QKA or TGPC
Computer Operations – advanced knowledge of Microsoft Office products and Windows.Preferred prior experience with Ftwilliams and/or Relius software
Leadership – must possess strong leadership skills with the
ability to interact with both internal and external contacts under strict deadlines.
Communication Skills – strong analytical and negotiation skills are necessary. The ability to develop a rapport with clients and prospects.
Independence – a strategic mindset with good business acumen and strong initiative. A problem solver capable of understanding a client’s needs and offering a solution.
Time Management Skills – demonstrated organizational
abilities and attention to detail are vital. Able to handle multiple projects with a timely follow up.