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Retirement Plan Administrator

The Retirement Group, LLC

in Remote / Verona NJ / NY

Logo for The Retirement Group, LLC

In this role, you will be managing day­-to­-day client relationships for a block of defined contribution plans. Responsibilities include (but are not limited to): designing/preparing plan related documents, developing illustrations, valuations, account reconciliations, compliance testing, 5500 and related filings, and assisting with distributions and loans.

Requirements:

  • Minimum 3-5 years of experience
  • Bachelor’s degree in a business related field
  • Proficiency in Microsoft Office Applications (Word, Excel, Outlook)
  • Experience with FTWilliams
  • Experience with PensionPro
  • Experience with defined benefit plans is desirable, but not required
  • Professional industry designations/certifications – If you do not currently have any, the willingness to obtain them is required.
  • Must possess excellent communication skills.
  • Must be organized, self-motivated, and have a strong attention to detail.
  • Must be able to multi-task and work under deadlines
  • Must be a team player

The goal of The Retirement Group, LLC is to provide excellent service for our clients while offering our employees a healthy work/life balance. We offer schedule flexibility, health benefits for full time employees, tuition reimbursement for job specific training, and a 401(k) plan.

Very competitive salary range - $75,000 - $100,000 based on experience. Position could be remote or onsite (Verona, NJ or Lake Placid, NY).

How to Apply

Interested individuals should e-mail their resume to info@trg.llc  Subject line: Career.


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