Base: $70,000 - $95,000; bonus/equity: not specifi...
Remote
Maintain client and advisor relationships
Manage caseload of 90-110 clients
Consult on plan operation and design
This position supports a great work-life balance with a 37.5-hour work week, generous PTO, and overtime pay
Job Summary
This position supports a great work-life balance with a 37.5-hour work week, generous PTO, and overtime pay.
We financially support professional designations and offer regular, recurring, professional training.
We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, and an HSA.
Matching Summary
This position supports a great work-life balance with a 37.5-hour work week, generous PTO, and overtime pay.
Salary
Base: $70,000 - $95,000; Bonus/Equity: Not specified; Benefits: Medical, dental, disability, life insurance, PTO, 401(k) with match, HSA
Skills & Requirements
Must-have
Maintain client and advisor relationships
Manage caseload of 90-110 clients
Consult on plan operation and design
Resolve plan administration issues
Monitor notice deadlines and distributions
Review and approve participant transactions
Review annual non-discrimination testing
File Form 5500 and government forms
Nice-to-have
Proactively and independently manage business
High level of critical thinking
Committed to lifelong learning
Coachability
Key Requirements
Five or more years of 401(k) plan administration experience
Superior knowledge of non-discrimination testing
NIPA credential, ASPPA credential, or a 4-year college degree
Excellent written and verbal communication skills
Excellent time management and organizational skills