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Retirement Plan Consultant

July Business Services

in Telecommute / Waco TX

Logo for July Business Services

Job Description

July Business Services is a national retirement plan services firm that helps small and mid-size employers and their investment advisor set up and operate 401(k)s and other types of retirement plans.  We combine innovation and technology with hands-on service to make retirement plans easy for our clients.  We have an entrepreneurial and employee-friendly culture and emphasize core values of wow! service, having a servant’s heart, and innovation.  

We are seeking individuals for a work-from-home position of Retirement Plan Consultant.  The individual in this role will be part of a team responsible for all aspects of compliance and administration for a block of retirement plan clients and for assisting Client Service Managers in answering detailed technical questions.

The position requires experience in 401(k) plan administration, including experience preparing compliance testing, trust accounting, eligibility and contribution calculations, Form 5500s with audits, and performing ERISA research and consulting. 

Primary Job Objectives

  • Manage the production, prioritization, and quality control for a book of small and mid-sized retirement plans
  • Assist with distribution calculations including loans, loan payoffs, and QDRO calculations
  • Assist team members and complete projects and calculations such as missed deferral opportunities and plan audits
  • Assist team members with research and consulting on plan administration projects
  • Interact with Client Service Managers and employers on complex plan issues and serve as the subject matter expert

Other Responsibilities

  • Collaborate with team members to improve departmental processes
  • Help meet individual, departmental, and company key performance indicators (KPIs)
  • Use Zoom and Microsoft Teams for video conferencing with team members

Skills / Experience / Credentials

  • 3+ Years Retirement Plan Experience
  • Understanding of Retirement Plan Compliance
  • Understanding of Daily Recordkeeping Processes
  • Bachelor’s Degree Preferred
  • QKA or Equivalent Credential
  • Relius Administration experience is a plus
  • Exceptional organizational skills with the ability to prioritize work and see tasks through to completion
  • Ability to manage multiple projects and project deadlines
  • Strong independent work ethic

Benefits

  • 401(k) Plan with fully vested 5% employer match
  • Company pays 100% of employee health insurance
  • Optional Health Savings and Flexible Spending Account
  • Company paid life and short and long-term disability insurance
  • Three weeks of Paid Time Off
  • Company-paid education and certifications

How to Apply

Email your resume to employment@julyservices.com.


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