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Retirement Services Officer

Old Point Trust & Financial Services

in Newport News VA

Old Point Trust & Financial Services is a fully bundled retirement solutions provider in the Hampton Roads area, and we are currently looking for a Full-Time Defined Contribution Plan Administrator to join our growing team!  Given that our retirement plan products are bundled, the right candidate will have the opportunity to sharpen their TPA skills and learn other aspects of the qualified retirement plan services industry in greater detail. 

If you are looking to expand your abilities, challenge yourself, and grow within an established and well respected company with great benefits, this is the right place for you!

This position will be responsible for administering a caseload of up to 25 moderately complex 401(k) and Profit Sharing plans, depending upon the experience of the candidate.  The position includes year-end administration and 5500 filing, review and approval of payroll and distribution processing by our recordkeeping team, plan consulting (as needed), and annual valuation delivery to the main contacts of the assigned group of plans. 

This position does not require FINRA licensing, and there is no requirement to obtain those in the future due to the structure of our organization.   The position will also include management and oversight of the operational side of our administered plans, as the candidate will work with our Operations teams to ensure client and participant facing materials and data are current.     

By bundling our retirement solution offerings, we are able to keep our clients cost down while still providing an unparalleled level of service when compared to our local and national competitors.  Our current plan administrators came from a TPA-only environment prior to working at Old Point Trust, and our business model was designed to alleviate much of the stresses with having so many different players (TPA, advisor, record-keeper) involved with the day-to-day operations of a qualified retirement plan.

How to Apply

If this position sounds like a career opportunity about which you’d like to learn more, please apply via our recruiting website.


This ad has been viewed 821 times. It expires on 5/11/2019.

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