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Retirement Plan Consultant

The MandMarblestone Group, llc

in Remote / Philadelphia PA

Logo for The MandMarblestone Group, llc

The open position is on a team and will report to a senior manager. The team includes a senior manager who handles most client communications, and plan analysts who handle the trust accounting. Distributions are handled by a separate department as are participant mailings.

The candidate should be an energetic and enthusiastic individual with at least two years of experience in administration, testing, and reporting for balance forward and daily valuation defined contribution plans. Experience with New Comparability-type plan designs and/or defined benefit plans is a plus, but not required. Experience converting plan assets between providers is considered highly desirable.

Responsibilities include, but are not limited to:

  • client communications
  • plan consulting / administration
  • annual valuation reports
  • Forms 5500, ADP/ACP testing, and compliance under Sections 401(a)(4), 410(b), 415
  • Experience with trust accounting and asset reconciliation is preferred

Successful candidates will possess:

  • Experience with recordkeeping, spreadsheet and word processing applications
  • Strong accounting skills
  • ASPPA and/or CEBS designations are a plus
  • ASC record-keeping software experience will be considered a strong plus
  • Strong planning and organizational skills
  • Ability to adapt to changing priorities
  • Ability to work independently as well as part of a team
  • Strong customer service orientation and communication skills

The successful candidate will work with our existing team of Plan Consultants, Case Managers and Senior Administrators, Client Service Representatives and attorneys in providing our clients with superior plan services and administration of their employee retirement plans.

We offer a casual, open work environment, competitive compensation and benefits, support for continued education, and a discretionary performance bonus program. We are a growing organization offering a defined career path and significant opportunities for the right individuals. We have minimal staff turnover and prefer to promote from within the firm.

The MandMarblestone Group is considered one of the most respected TPAs in the Northeast and we are rapidly expanding our market in multiple states. We currently have an actuarial department, ERISA attorneys, paralegals, administrators, trust accountants and a separate distribution department to interact with participants. Many of our staff hold QPA, QKA and CPC designations.

Please see our website, www.mand.com for additional details concerning the firm.

Compensation will be determined based on experience, please include preferred salary range when applying.

Employment is dependent on the results of a background check.

The MandMarblestone Group, llc participates in E-Verify, an electronic employment verification program operated by the Department of Homeland Security (DHS) in partnership with the Social Security Administration (SSA), to verify the employment eligibility of newly hired employees.

How to Apply

Please use the available link or submit your resume and preferred salary range to careers@mand.com 

Apply Now


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