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Retirement Plan Services Coordinator

Kolinsky Wealth Management

in Ramsey NJ

Kolinsky Wealth Management

Kolinsky Wealth Management is a full service wealth management firm in Northern New Jersey. KWM focuses on implementing retirement plans for business owners and corporate 401(k) consulting.

The Coordinator, Retirement Plan Services role will service existing retirement clients and be expected to participate in the sales process. The candidate must be extremely organized, have the ability to multi-task, and work well in a team environment.

Job Responsibilities:

  • Gather and organize annual plan data, including census, valuation reports, Form 5500’s and client questionnaires
  • Manage and ensure timely processing of distributions and loans
  • Track ongoing plan contributions
  • Update and maintain plan sponsor documents
  • Work with third party administrator relationships
  • Service plan sponsors and participants
  • Support the Director of Retirement Plan Services
  • Support Partners of the firm
  • Prepare RPF’s (Request for Proposal) and plan design analysis
  • Generate annual and ongoing retirement plan billing using Quickbooks
  • Perform other related duties as needed

Qualifications:

  • 2-5 years of experience in the Retirement Plan Industry including 401k, Profit Sharing, and Defined Benefit Plans.
  • Bachelor Degree required
  • Must have working knowledge of ERISA, IRS, and DOL rules and regulations
  • Extreme proficiency in the Microsoft Office suite
  • Experience with Retirement Plan Advisory Group (RPAG) preferred
  • Experience with Junxure or similar CRM preferred

How to Apply

Email cpoveromo@kolinskywealth.com


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