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Senior Plan Document / Compliance Specialist

Professional Capital Services, LLC (PCS)

in Philadelphia PA

Overview: A rapidly growing Center City, Philadelphia 401(k) third party administration and recordkeeping firm has an immediate opening for an experienced Senior Retirement Plan Administrator to join a growing Administration Department.  The firm is one of the 100 fastest growing companies in the Philadelphia Region and seeks a qualified candidate to assist with all aspects of qualified plan compliance and plan documents. 


  • Plan design consulting, including responsibility for consultative plan design calls with plan sponsors and advisors as part of the implementation/installation process
  • Document preparation, including plan restatements and board resolutions
  • Preparation of self-correction and voluntary correction program submissions to DOL & IRS
  • Representation of clients before IRS and DOL with regard to employee benefits matters
  • Updating plan specs in the recordkeeping system based on changes due to plan amendments
  • Posting plan document packages to web
  • Proactive follow up and coordination with all plan players regarding plan design and plan provisions
  • Process and service enhancements

Knowledge & Experience:

  • Experience drafting plan documents and participant communications
  • Ability to provide consultative feedback related to the establishment, design and ongoing administration
  • Relius Administration experience preferred
  • Strong attention to detail
  • Microsoft Office skills
  • Ability to meet deadlines
  • Excellent client service/communication skills
  • QKA preferred
  • Salesforce experience is a plus
  • FT William plan document experience is a plus

Personal Attributes:

  • Able to exercise independent judgement and take action on it.
  • Excellent analytical and creative problem-solving skills.
  • Excellent listening, interpersonal, written, and oral communication skills.
  • Logical and efficient, with keen attention to detail.
  • Highly self-motivated and directed.
  • Ability to effectively prioritize and execute tasks while under pressure.
  • Strong customer service orientation.
  • Experience working in a team-oriented, collaborative environment.

Position is based in Center City Philadelphia and is an on-site, 5 day per-week position. Neither relocation nor telecommuting are options for this role.

Company Highlights

FSG, based in Philadelphia, PA, provides an independent and conflict-free retirement services platform automating the sale, design, valuation, and management of retirement plans. FSG partners with over 800 channel partners to deliver a customizable platform ideally suited for financial advisors serving the retirement ecosystem. FSG is the parent company of four business units: Professional Capital Services (“PCS”), AdvisorTrust, The Advisor Lab and Efficient Advisors (“EA”).

Position is based in Center City Philadelphia and is an on-site, 5 day per-week position. Neither relocation nor telecommuting are options for this role.

How to Apply

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This ad has been viewed 465 times. It expires on 7/31/2019.

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