In 2006, Independent Retirement (Inde) set out to establish
ourselves as the most reliable, accurate, complete, accessible and comprehensive third party administrator in the Pacific Northwest. We cannot achieve that goal without creating a place that fosters greatness. A place where incredibly talented individuals
are empowered to do their best work each day with very little in their way.
Therefore, we promote a culture of talent, freedom, responsibility, and integrity; and curate an environment that fosters a rich entrepreneurial spirit, encourages creativity
and innovation, and ultimately produces the best possible solutions to our clients. We hold dearly the idea that such outcomes are achieved best by small talented teams collaborating together, and empowering them to make their own best
We are looking for a college graduate or experienced professional to work within our team of retirement plan administrators that is self-driven and passionate. This person will have 3 to 5 years of experience in our industry; and,
the role requires the right person to have a servant’s heart, a curious mind, be well versed in current technology, obsessed with details, and comfortable with numbers. Experience with 403(b) plans, defined benefit / defined contribution combo plans,
or cash balance plans is valuable, but not required. Same goes for management experience.
Specific responsibilities of this role include, but are not limited to:
With a high degree of self-sufficiency, handle all
“core” aspects of 401(k) profit sharing plan administration for a designated group of clients, including – but not necessarily limited to – plan eligibility, contribution calculations, compliance testing, financial reconciliation,
and tax form preparation;
Review and interpret plan documents, amendments, notices, and summary plan descriptions;
Reconcile trust assets to plan assets, and perform trust accounting for balance forward and daily-value plans;
Communicate directly with clients, participants, partners, and team members using a variety of mediums to provide proactive issue resolution;
Maintain professional and technical knowledge by attending educational workshops and industry
conferences, reviewing professional publications, training, and cultivating a professional network; and,
Manage ad-hoc projects as assigned.
Requirements for the role:
College degree preferred, but not
3 to 5 or more years of experience as a retirement plan administrator;
Familiarity with ERISA, the Internal Revenue Code and related regulations that apply to qualified retirement plans;
ASPPA QKA credential or
Excellent written and verbal communication skills;
Proven ability to work in a results oriented, team environment;
Strong organization skills and the ability to self-prioritize work across multiple tasks;
Ability to take initiative, follow-through on requests until completion, and utilize keen attention to detail, and;
Demonstrable intermediate-level proficiency with Microsoft Office 365 office suite and Adobe Acrobat, as well as a willingness
and ability to learn other technology platforms quickly. Experience with ASC, DGEM, FTWilliam, and PensionPro is preferred, but not required.
We offer employees competitive base salaries with
performance-based bonuses. In addition, we provide an array of great benefits including subsidized health and dental insurance; short term disability; a 401(k) plan with safe harbor and profit sharing contributions; paid time off; flex schedules; time off
for charitable causes; and full reimbursement for continuing education.
This role will be based in our office in Portland, Oregon, therefore only local candidates or those willing to relocate will be