DB / DC Administrator
Creative Plan Designs, Ltd.
in East Meadow NY
First of all this is NOT a trainee position. What does this mean? Well, let’s spell it out; Less than 5 years in the business; more than 5
years out of the business and you’re trying to get back in; you worked on your company’s plan as an in-house employee; you did investment stuff with retirement in the title; you were simply in a 401(K) plan and think you can figure it out. We
are looking for a person that is CURRENTLY knee deep in full service plan administration and is feeling unappreciated at work.
We are not creating a boring list of responsibilities and requirements. We assume,
despite the problems with assuming, if you're a passionate and a really good, full service Senior Plan Administrator, you know what that title encompasses. Chances are, you're employed by one of our competitors, have been
there a long time, and aren't necessarily looking for a new job. So the question is, why would you want to leave them and come to work for us? What's in it for YOU?
Quality of life for starters. We're different from our
competition. Mainly, we treat you like you are a person with a life out of the office. We have won the Sloan Award 9 times for excellence in the workplace for employees. Look it up.
Our approach is different. How we feel
about our staff is different. The client is not the most important person here; YOU are. We want our valued team members to be cross-trained in a variety of areas. At CPD, our professionals are groomed to be consultants as well
as administrators. I am really good at this, but WE are way better. The collective intellect here is huge.
At the end of the day, you'll know a LOT more about retirement planning. When someone calls you, they're getting
the right answer at the right time. Our clients and referral sources appreciate the fact that when they call with a question, they're able to have a real dialog - NOT a "yes" or "no"
answer. Our employees dig in to find out what the challenge is, and how we can solve it.
We think it's a darn shame that we find so many retirement plans are out of compliance, and not run in the best
interest of the participants. We want to fix those plans, and get them approved by the IRS and Dept. of Labor, if needed. Our company culture values ethics, and we want things on the up-and-up. Whether it's a line
worker, a mid-level employee, an executive, or the owner - we want that employee to confidently redirect the money they would have paid for taxes, and instead direct it toward their retirement savings.
We're trying to match the best solution to
the problem at hand. We feel that employers are not given enough choices when it comes to the available retirement programs. We are distressed when other providers say "the answer is always a safe harbor 401(k) plan." Because
we're not selling a commoditized product, we will find the best way to fill a need. Perhaps it is a smaller client that should look at plans that are IRA-based, or someone that needs a 401(k)/profit-sharing combo, or a pension plan, or a cash
balance plan. Or maybe it's an ESOPs, executive compensation, or a not-for-profit plan such as a 403(b), or a 457. Any or all of those may be appropriate for our particular client, large and small.
We've created a reputation for
being the experts in our community - not just knowledgeable, but service-oriented and extremely responsive. Further, we're known as the "go to place" when you have a plan in trouble.
And finally, we take training
seriously. All of our experienced administrators are Enrolled, have ASPPA or NIPA designations, or all of the above. If you don’t have them because your current employer didn’t value your training and
career development, we’ll help you get them. Yes, we'll spend the money to ensure that you're trained to be an excellent service provider - an expert in our field. We believe in our industry’s
We are really passionate about this stuff. Are you?
How to Apply
Email resume and cover letter to email@example.com
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It expires on 12/16/2018.