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Defined Contribution Consultant

The Vargo Company

in Erie PA

The Vargo Company

The Vargo Company, located in Erie, PA, is a defined contribution, non-producing tpa.  We are looking for a motivated, detail oriented individual with prior defined contribution experience.  As a DC consultant applicant should be familiar with Retirement Plan Documents, contribution calculations, 5500 preparation, as well as client contact experience. 

The Vargo Company does its best by excelling in customer service.  We take the extra step to consult with the employer, looking for ways to improve plan design and making sure that the employer's objectives have not changed in regards to their initial plan design.

Our core client is less than 100 employees, so we generally work closely with employers who do not have a dedicated Human Resources professional.  This leads to the need of being familiar with plan compliance and cross testing allocation formulas.  We generally bring ideas to the employer, who may not be familiar with available plan design techniques outside of the "cookie cutter" design.  Most of our clients have daily valued assets with the major vendors, although we do maintain some in-house balance forward record kept plans.

We are a small shop, 10 employees, so interaction between personnel is critical.  I would prefer applicant to work in the office.  I would also prefer an individual with ASPPA, NIPA, or ERPA designation but not required.  If you are willing to learn I am willing to cover those costs.

How to Apply

Candidates please email resume if interested in the position to lgunther@thevargocompany.com


This ad has been viewed 1438 times. It expires on 6/30/2019.

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