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Daily Valuation Specialist / Plan Administrator

TWG Benefits, Inc.

in Northbrook IL / Telecommute

TWG Benefits, Inc.

TWG Benefits, Inc., an industry-leading consulting firm that provides support to more than 600 qualified and non-qualified retirement plans, is currently interviewing candidates for a Daily Valuation Specialist/Retirement Plan Administrator position.  The qualified candidate will join us at our Northbrook, IL office with possibilities of working remotely.

TWG is looking for an individual who is a self starter and has intermediate to advanced knowledge regarding the Relius Recordkeeping system. 

The applicant must be precise and organized. You must enjoy working with a team in a fast-paced environment while acquiring new skills. You must be able to multitask and meet several deadlines throughout the day.

Required Qualifications

The applicant must have:

  • Minimum of 3 years experience working with Relius recordkeeping software including mastery of the following:
    • Contribution Processing & Posting
    • Processing of Loans & Distributions
    • Other transactions including posting of dividends, balancing plans
  • Microsoft Office skills including proficiency with Microsoft Word, Excel and Outlook
  • Excellent computer skills

Bonus Skills:

  • Minimum of 5 years experience in the administration of Qualified Plans including 401(k), New Comparability, and DB/CB plans
  • Relius Administration/Documents knowledge
  • ASPPA designations (QPA, CPC, etc.)
  • Strong written and oral communication
  • Strong time management and organization
  • Able to work independently, multitask, and set own priorities with limited supervision
  • Bachelor's Degree in at least one of the following (or similar): Mathematics, Economics, Finance, Business
  • Plan Design, Implementation and Set up
  • Plan Document/Amendment/Notices drafting
  • Serve as technical resource to internal staff
  • Compliance Testing
  • Calculation of Employer Contributions
  • Government Reporting (5500, 5310, 5330)
  • Trust Accounting and Reconciliation
  • Balance Forward recordkeeping
  • Both perform and review daily valuation recordkeeping processes including distributions, loans, contributions, fees and any other such processes that are assigned. Perform all functions related to bringing new Plans onboard (conversions) and transferring existing Plans over to other providers (de-conversions).
  • Perform quarterly participant statement process
  • Both perform and review other tasks that are the responsibility of the Daily Department including cash reconciliations, share reconciliations, fee disclosures, Fi360 reporting, 22c2 requests and any other such tasks that are assigned.
  • Benefit Calculations


We offer an excellent salary that is commensurate with experience.


We offer a competitive benefits package which includes health, dental, 401(k), long term disability, life insurance, health savings account, flexible spending account and section 125 plan.

About TWG Benefits, Inc.

The Weiss Group, Inc. dba TWG Benefits, Inc. was established in 1995 and provides consulting, plan design, recordkeeping, administration, and compliance services for qualified and non-qualified retirement plans. We provide industry-leading support to daily 401(k) plans, other defined contribution plans, defined benefit and cash balance plans. TWG also partners with investment advisors and other TPAs who leverage the company's technologies and service resources on its open architecture platform.

TWG is a group of hard working professionals with a pleasant, casual working environment. Every individual is critical to the success of our firm. 




How to Apply

email John Taylor at

Visit our web site.

This ad has been viewed 722 times. It expires on 3/6/2018.

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