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Retirement Plan Consultant

The MandMarblestone Group llc

in Philadelphia PA / Telecommute

Retirement Plan Consultant - Remote Candidates

The MandMarblestone Group, llc is a progressive, team-oriented legal/consulting firm of 40+ employees. We concentrate in the design and administration of qualified retirement plans for closely held businesses. We are unique in our industry and have a growing client base that reflects our expertise and commitment to high quality client service. We currently are seeking a Retirement Plan Consultant to join our specialized team of tax consultants. 

The candidate should be an energetic and enthusiastic individual with at least one year of experience in administration, testing, and reporting for balance forward and daily valuation defined contribution plans. Experience with New Comparability-type plan designs and/or defined benefit plans is a plus, but not required. Experience converting plan assets between providers is considered highly desirable.

Responsibilities include, but are not limited to, client communications, plan consulting/administration, annual valuation reports, Forms 5500, ADP/ACP testing, and compliance under Sections 401(a)(4), 410(b), 415. Experience with trust accounting and asset reconciliation is preferred. 

Successful candidates will possess:

  • Strong planning and organizational skills
  • Ability to adapt to changing priorities
  • Ability to work independently as well as part of a team
  • Strong customer service orientation and communication skills
  • Experience with recordkeeping, spreadsheet and word processing applications
  • Strong accounting skills
  • ASPPA and/or CEBS designations are a plus
  • ASC record-keeping software experience will be considered a strong plus

We offer a casual, open work environment, competitive compensation and benefits, support for continued education, and a discretionary performance bonus program. We are a growing organization offering a defined career path and significant opportunities for the right individuals. Consideration will be given to individuals who are not in the area and apply to work remotely. Compensation will be determined based on experience.

Please see our website, for additional details concerning the firm.

How to Apply

Interested candidates should e-mail their resumes and requested salary to:

This ad has been viewed 1306 times. It expires on 11/26/2017.

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