Onboarding Specialist 401K for Alliance Benefit Group WI in Madison WI 
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Onboarding Specialist 401K

Alliance Benefit Group WI

in Madison WI

Alliance Benefit Group WI

ABG WI is a Third Party Administration (TPA) firm for qualified plans. We’ve been in business over 14 years and are responsible for hundreds of qualified plans, mostly 401(k) plan.  

POSITION RESPONSIBILITIES: 

Essential Functions:

  • Assists in tracking plans in detail during the new plan set up or conversion process.
  • Helps ensure the accurate and timely reinvestment of transfer balances and conversion of participant data.

Other Responsibilities:

  • Assist with scheduling and participate (as needed) in client meetings, phone calls, web casts, Pit Crew, and Hand-off meetings
  • Review and apply all information relevant to the conversion process of the Plan to insure accuracy, efficiency and effectiveness.
  • Show an ongoing commitment to Pension Education and Training. 

ESSENTIAL SKILLS/EXPERIENCE/EDUCATION

  • Proven high proficiency in MS Excel & MS Word. 
  • Highly skilled in problem analysis and problem resolution.
  • Excellent interpersonal and communication skills.
  • Maintain a general knowledge of current ERISA regulations.
  • College degree or bookkeeping associates degree preferred.

Will consider training applicant with no prior experience if they possess CPA or accounting or bookkeeping degree.

How to Apply

Contact Paul Stang (608) 827-6008 or send resume to paul.stang@abgemail.com

Visit our web site.


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