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Retirement Planning Specialist

1st Source Bank

in South Bend IN

Position Summary

The successful candidate will be responsible for the administration of 50-70 Qualified Retirement Plans. The individual must comprehend and navigate numerous complex legislative and governmental compliance issues associated with such plans and provide outstanding customer service to our clients and their employees.

Essential Requirements

  • Administer qualified plans:
  • Process participant distributions and loans
  • Census analysis and determination of participant eligibility
  • Reconcile trust accounts and contributions
  • Calculate and allocate contributions (including cross-testing and safe harbors)
  • Perform non-discrimination/compliance testing (ADP / ACP, 415, 416, 410(b) and/or 401(a)(4))
  • File appropriate government forms: Form 5500, Form 8955-SSA, Form 5330, Form 1099-R, etc.
  • Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
  • Strong verbal and written communication skills
  • Excellent analytical skills, attention to detail and high level of accuracy
  • Ability to independently manage workload and prioritize duties
  • Develop effective working relationships with clients and maintain client communications
  • Comply with the continuing education requirements relevant to professional designation(s)

Experience / Skills

  • Bachelor's degree in Accounting, Finance or related field; experience in lieu of degree will be considered
  • Minimum 7 years recent hands-on 401(k) administration experience for candidates who require a home office work arrangement. Less than 7 years of hands-on experience will be considered for on-site candidates.
  • Qualified Pension or 401(k) Administrator certification is a plus (QPA, QKA)
  • Microsoft Office skills required, experience with FIS Relius Administration software a plus


  • Bachelor’s Degree preferred.

How to Apply

Apply online using this link:

Visit our web site.

This ad has been viewed 403 times. It expires on 7/14/2018.

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