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Senior Plan Consultant

Advanced Plan Designs, LLC

in Telecommute / Springfield MO

Advanced Plan Designs, LLC is an employee benefits consulting firm in business over 20 years designing retirement plans for companies large and small across the United States. We are focused on delivering custom plan design, 3(16) Fiduciary Services and on-going administration for qualified retirement plans.

We provide consulting and pension administration services for all types of qualified retirement plans including 401(k), Profit Sharing, 403(b), Defined Benefit, and Cash Balance plans.  Our investment partners include John Hancock, American Funds, Principal, Nationwide, Mass Mutual, Lincoln Financial, Empower, Voya, One America and Transamerica.  For some Plan Sponsors we provide participant level recordkeeping services. 

We are seeking a highly motivated, hard working, detail oriented individual to join our exciting, emerging and successful business.  The growth we are experiencing demands dynamic employees and processes.  If you possess the skill set to thrive in a fast paced and often changing work environment, we want you to join our team!

Candidates will be expected to:

  • Manage a book of plans requiring full administration, including but not limited to census analysis, contribution calculations, required testing, account reconciliation and tax form preparation. 
  • Act as a pier reviewer in some instances
  • Provide consultation with clients regarding plan design, eligibility, contributions testing and other aspects of plan operations
  • Extensive knowledge of ERISA and subsequent Regulations
  • Experience with cross tested Profit-Sharing calculations
  • Ability to research advanced technical plan questions and assist clients with understanding the information/options available.
  • Facilitate plan termination and mergers
  • Have the ability to work independently but also be part of a great team of plan administrators
  • Work closely with in-house compliance analyst and distribution/loan associate on questions regarding documents, notices distribution and loan requests.

Qualifications and/or experience:

  • 7-10 years of experience of full-service plan administration (start to finish)
  • ASPPA and or NIPA credentials
  • College degree, preferably in accounting or finance
  • Superb communication skills and a commitment to superior customer service
  • Excellent attention to detail and accuracy, proficient with numbers and basic calculations
  • Solutions oriented and ability to handle changing and competing responsibilities are necessary skills when working in  emerging business like Advanced Plan Designs
  • Strong command of technology and ability to easily and quickly learn new software
  • Strong MS Office experience, especially in Excel and Word
  • Proficient using FT Williams compliance software and documents
  • Pension Pro experience preferred but not required
  • A demonstrated track record of consistently meeting and/or exceeding performance expectations

What we offer:  Company paid health insurance, Dependant coverage available through cafeteria plan (tax free), Flexible Spending Accounts for Medical expenses and Dependent Care,  401(k) Plan + company matching, bonuses, company paid life insurance, disability insurance, fitness reimbursement program and financial assistance with ongoing education and credentialing.  We are a growing company providing each of our team members the opportunity to be a part of our company’s success.

How to Apply

Please send a resume and any additional applicable information to:

Attn:  Human Resources Department

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