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 judgments.
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:
Manage client relationships, as well as all aspects of administration for profit-sharing, 401(k) and
other retirement plan types for a designated group of plans;
Oversee and review work performed by retirement plan administrators to ensure completeness and accuracy in core aspects of plan administration, as well as timely turnaround of
deliverables to clients and partners;
Lead, mentor, and assist plan administrators in developing their knowledge and skills;
Proactively consult with clients and partners on various aspects of plan design, operations and
Draft, review, and interpret plan documents, amendments, notices and summary plan descriptions;
Communicate directly with clients, participants, partners, and team members using a variety of mediums to provide proactive issue
Actively participate in company initiatives to improve internal operations, client retention, and overall value to our stakeholders;
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 senior retirement plan administrator or plan consultant;
Familiarity with ERISA, the Internal Revenue Code and related regulations that apply to qualified retirement plans;
credential or equivalent;
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
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.
Willingness to work additional hours during
peak periods, or as necessary.
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.
role will be based in our office in Portland, Oregon, but we are willing to consider candidates that can telecommute.