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Director of Retirement Plan Services

Retirement Plan Resources [RPR]

in Louisville KY

Logo for Retirement Plan Resources [RPR]

Retirement Plan Resources (RPR)

A Division of Baldwin CPAs

We are currently seeking a full-time Director of Retirement Plan Services to join our team. We offer a competitive compensation and benefit package along with a great culture of work/life balance!

Retirement Plan Resources (RPR) provides enhanced pension administration services.  Whether it is pension consulting, design, or administration, as a division of Baldwin CPAs, RPR leads the way with public accountants at the helm. We bring a broader, more objective, and often more informed perspective to our client’s pension plans.  In fact, RPR makes decisions based on the client’s financial history and goals.

Job Summary: Manage client relationships. Oversee and review work performed by plan administrators to ensure completeness and accuracy in core aspects of plan administration.

Responsibilities:

  • Lead, mentor, and assist plan administrators
  • Proactively consult with clients and partners
  • Draft, review, and interpret plan documents.
  • Maintain professional and technical knowledge by attending educational workshops and industry conferences.
  • Serve as a technical resource to our team.

Requirements:

  • Experience with FTWilliam, PensionPro and Relius experience preferred.
  • Professional desinations ASPPA, NIPA, preferred
  • Between 5-10 years of 401(k) plan administrative experience
  • College degree
  • Excellent communication and organization skills
  • Working knowledge of Microsoft Office (Word, Excel, Outlook)

Compensation/Benefits:

We offer employees competitive base salaries.  In addition, we provide an array of great benefits including health, dental, vision and life insurance; a 401(k) plan with matching contributions, paid time off, and flex schedules.  Eligible candidates living in the Louisville area will have the potential of partial remote capability.

Equal Opportunity Employer

How to Apply

Please submit a resume to lisa.marcum@baldwincpas.com


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