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Retirement Plan Specialist

Benefit Plans Plus, LLC [BPP]

in Telecommute

Benefit Plans Plus, LLC [BPP]

Position Overview
Provide annual plan administration services and technical compliance support to employers who sponsor qualified retirement plans, within performance standards and service objectives. Including in-depth understanding of the complexities of all facets of administering qualified retirement plans.

Essential Job Functions

  • Excellent analytical, research and problem-solving  skills
  • Strong working knowledge of accounting and investment principles
  • Excellent interpersonal, verbal, written communications, organizational and prioritization skills
  • Ability to work in a team environment, under pressure, meet deadlines, handle large volume of diverse work
  • High level of PC skills; working knowledge of spreadsheets, word processing applications, vendor systems and record-keeping systems.
  • Willingness to learn
  • Coachable
  • Problem solving and critical thinking skills

Desired

  • Ability to cross function in the organization
  • Leadership skills
  • Communication skills
  • Active in professional organizations

Responsibilities

  • Manage caseload (1 – 80+ plans) of 403b, Profit Sharing and/or 401(k) plans including: interpreting / preparing plan documents, preparing reconciliation of plan investments to the plan valuation report, calculating contributions for corporate and self-employed business entities, maintaining on-going client relationships via face to face and telephone contact, preparing and analyzing compliance testing results, prepare and analyze government filing requirements, interacting with external clients / advisors / vendors and BSW family.
  • Willingness to travel to all BPP locations to administer plans or deliver reports to clients
  • Assist with the installation of new client’s retirement plans as needed
  • Assist with projects on as needed basis and participate in Rapid Improvement Projects.
  • Continue education through seminars and industry certifications, etc.

Preferred Experience

  • Working knowledge of Datair Record Keeping System
  • Working knowledge of FT Williams
  • Working knowledge of PensionPro
  • Bachelor’s degree in Business or Financial discipline

BPP is proud to be an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation or any other characteristic protected by the law. BPP is committed to providing a workplace free of any discrimination or harassment.

How to Apply

Apply online using this link.


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