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Senior Retirement Plan Consultant

July Business Services

in Remote / 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 to manage our 3(16) fiduciary services offering.  This person will be the lead for managing, monitoring, and improving 3(16) fiduciary services and operations at JULY. 

Primary Job Objectives

  • Monitor and manage processes for all clients utilizing JULY as a 3(16) fiduciary.
  • Optimize fiduciary-related processes to ensure JULY maintains fiduciary compliance.
  • Work with a team to implement improvements and software development for 3(16)-related process automation and tracking (eligibility management, notice delivery, fiduciary dashboard, etc.)
  • Oversee fiduciary-related work including eligibility management, payroll contributions, and notice delivery and recommending corrective actions, etc.
  • Serve as top-level escalation for client services and other JULY employees for 3(16)-related issues.
  • Coordinate production of fiduciary-related work with overseas Team including eligibility management, auto enrollment, notice delivery.
  • Manage and review production of annual fiduciary checklist for 3(16) and PEP clients.
  • Sign amendments and tax returns in our capacity as 3(16) fiduciary.

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
  • 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

To apply email your resume to  employment@julyservices.com.


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