Retirement Plan Consultant for RetireWell Administrators, Inc. in Marlton NJ 
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Retirement Plan Consultant

RetireWell Administrators, Inc.

in Marlton NJ

RetireWell is a fast paced, emerging Third Party Administration firm located in Marlton, NJ.  We provide full-service plan administration and consulting services for all types of retirement plans.

We are currently seeking a self-motivated individual with strong organizational skills. The ideal candidate is detailed oriented and has a positive, energetic attitude.

As a Retirement Plan Consultant, you will be responsible for managing various aspects of plan administration for an assigned case load of clients. Candidates should possess strong problem solving, organizational thinking, time management and customer service skills and place an emphasis on quality work.

This position will be responsible for the following:

  • Maintain client relationships and provide support to financial advisors and referral sources
  • Ensure compliance with DOL and IRS requirements
  • Collect and track necessary information for completion of valuation reports, including working with multiple types of investment providers
  • Review of census data and determination of employee eligibility
  • Perform annual testing including ADP, ACP, 402(g), Annual Additions, Coverage and Top Heavy
  • Prepare projected and actual employer plan contribution calculations using all types of allocation methods
  • Reconcile trust assets to participant accounts
  • Vesting determination
  • Preparation of Form 5500, related schedules, and other IRS forms
  • Assist clients with the calculation, review and processing of participant loan and distribution requests (Including annual RMDs)
  • Assist clients with locating missing participants and securing ERISA bonding
  • Support the retirement plan implementation, conversion, deconversion and termination processes

This job will be a good fit for you if you have/are:

  • Seeking an opportunity to grow in the retirement plan industry
  • Superb communication skills and a commitment to superior customer service
  • Excellent attention to detail and accuracy
  • Proficient with numbers and basic calculations
  • Solutions-oriented
  • Ability to work independently and as part of a team in a fast-paced environment
  • Willingness to continually upgrade knowledge and understanding of the retirement industry
  • A demonstrated track-record of consistently meeting and/or exceeding performance expectations

Preferred experience and qualifications include:

  • Bachelor’s Degree
  • Minimum of 2 years defined contribution administration experience with a TPA
  • Knowledge of FT Williams (Administration, Government Forms and Plan Documents)
  • Proficiency with Microsoft Office applications
  • ASPPA credentials (QKA, QPA, CPC) or willingness to obtain
  • Knowledge of Pension Pro

We offer a business casual environment, a flex-time working schedule, competitive salary and a generous benefits package. We also understand the importance and place a strong emphasis on career development and continuing education. 

How to Apply

Please send resume to Brian McCabe at bmccabe@retirewelltpa.com.

Visit our web site.


This ad has been viewed 849 times. It expires on 5/18/2018.

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