Position: Retirement Services – Plan Services Consultant (Levels 2-4)
Location: This position is based in Indianapolis, IN. Will consider relo assistance for select
Position Type: Full time, permanent position
Compensation: Competitive base salary commensurate with experience level. Additional bonus opportunity available. Full benefits,
401k match, 100% employer paid pension, on-site medical clinic, fitness center and cafeteria. Paid parking. Competitive PTO and additional perks and incentives offered.
This position serves as a team member responsible for the day-to-day consultative
servicing of our top tier employer sponsored retirement plan clients.
Coordination of all service deliverables from the corporate office
Ensuring that all commitments and needs are
Responsiveness to all client inquiries and requests
Hands-on problem resolution associated with operational processes (e.g. contributions, distributions, reporting, etc.)
Quarterly statement review and
Consultative communication of regulatory issues and trends for our clients’ consideration, as applicable
Coordinates resources to consistently meet expectations for all annual plan life-cycle events
Documents all significant commitments and interactions
Participates in departmental projects in collaboration with supporting service teams within the organization
Responsible as an individual and as a member of a team for the
overall quality of service provided to internal and external customers. Responsible for the core activities of participant/client service, administrative record keeping including accuracy, timeliness and documentation of communication. Responsible for
sharing information with internal customers and bringing decision-making issues/problems to their Supervisor. Must prioritize workload in compliance with established turnaround times and deadlines.
Bachelors’ Degree and 2 years of Retirement Services experience
Or, 2-year Associate’s Degree and 2 years Retirement Services experience
Or, 4+ years Retirement Services experience
retirement plan servicing and cross-tested plan design is needed.
ASPPA QKA or QPA; CEBS or RPA preferred.
Must possess strong verbal and written communication skills.
Ability to handle a heavy caseload and able
to prioritize one’s work.
Able to meet established turnaround times and adhere to department accuracy standards.Requires strong math, accounting, and analytical abilities.
Need to take ownership of their work and complete the
About OneAmerica A national leader in the insurance and financial services marketplace for nearly 140 years, the companies of OneAmerica help customers build and protect their financial
OneAmerica offers a variety of products and services to serve the financial needs of their policyholders and customers. These products include retirement plan products and recordkeeping services, individual life insurance, annuities, asset
based long-term care solutions and employee benefit plan products.
Products are issued and underwritten by the companies of OneAmerica and distributed through a nationwide network of employees, agents, brokers and other sources that are committed to
providing value to our customers.