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Retirement Plan Manager

Fiduciary Consulting Group

in Remote / Murfreesboro TN

Are you tired of working 50,60,70 hours a week, burned out on corporate red tape, frustrated by the inability to serve your clients due to time and business constraints, concerned about how your role/responsibilities seem to be ever changing? Have you been thinking maybe it’s time to look for a new opportunity? Then keep reading….

We are a boutique firm, offering customized services in the Fiduciary space. One size does not fit all and our business model enables us to provide niche services for our clients. We build relationships, our clients know us and we know them. This is the heart of what we do.

Here’s what sets us apart from the rest of the crowd:

• You’ll be empowered to provide personalized high touch client services
• The work environment is team-oriented and collaborative
• You’ll have opportunity for first-hand involvement with decisions affecting clients
• Ability to work from home
• 40-hour workweek… it’s true!
• We operate under core principals of integrity, good stewardship and respect
• Recognition and appreciation for your work

Scope of responsibilities include:

• Serve as the point of contact for plan management and compliance activities.
• Oversee administration and operations of a retirement plan, in coordination with service providers, to ensure plan administration is in compliance with the plan document, regulations, and fiduciary best practices.
• Review of current plan provisions to propose design changes to meet client goals and objectives.
• Maintain plan documents and other required compliance documents.
• Monitor the timely completion of the annual census data and employer questionnaire.
• Oversee the annual plan administration and compliance testing for the plan, review Form 5500 for accuracy, and process all plan filings timely.
• Manage the financial audit process, as applicable.
• Identify plan failures and provide direction on corrective actions; manage the corrective action process, as applicable.
• Serve as the plan fiduciary responsible for all rollovers, distributions, and withdrawals from a plan.
• Monitor timely deposits and Form 5330 filings, as applicable.
• Monitor the preparation, accuracy, and timely distribution of employee communications and required notices.
• Schedule and facilitate client meetings on a regular basis; prepare meeting agendas and minutes.
• Relationship building through friendly and prompt customer service.

The ideal candidate possesses the following skillset:

• Desire to know and serve clients.
• Critical thinking and problem-solving experience.
• Analytical thinking skills in the analysis and evaluation of issues with the ability to recognize and/or resolve current or potential issues with regard to plan operation.
• Keeps abreast of new and upcoming changes in legislation affecting retirement plans through self-study and independent research.
• Able to follow written processes and procedures when necessary but also able to effectively navigate situations that are not process driven.
• Initiative to see what needs to be done and take action on it.

Qualifications for the role:

• Minimum 5 years of experience as a retirement plan administrator within a TPA, Recordkeeper, or Trust company.
• QKA, QPA, ERPA, CEBS or similar designation(s) is preferred.
• Proficient in Microsoft Office suite of tools, CRM systems, Adobe, Zoom, etc.

Fiduciary Consulting Group, Inc. (“FCG”) is an industry leader in outsourced fiduciary compliance and retirement plan management. FCG is an Independent Fiduciary firm that has proudly served plan sponsors since 2003 by providing compliance consulting services or by accepting the responsibility, as the Plan Administrator and Named Fiduciary, to manage a company’s retirement plan. We work with business owners and their advisors to design, implement, and manage all types of defined contribution plans. Check us out at www.ifiduciary.com.

This is a full-time position with competitive salary and a comprehensive benefits package, including medical, dental, vision, 401(k) plan, paid time off, and paid holidays.

This position offers the ability to work remotely or on-site in our corporate office located in Murfreesboro, TN. Relocation package is not being offered with this position.

How to Apply

Please email your resume to Chris: cmj@ifiduciary.com

No Recruiters please.

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