Retirement Plans Specialist

Retirement Plans Specialist

Position Overview

Provide annual plan administration services and technical compliance support to employers who sponsor qualified retirement plans, within performance standards and service objectives. Including in-depth understanding of the complexities of all facets of administering qualified retirement plans.

Essential Job Functions

• 5+ years experience in annual administration of qualified DC/401(k) plans including thorough understanding and ability to interpret complex plan documents and code provisions.

• Hands-on non-discrimination compliance testing and government form preparation and filing experience

• Excellent analytical, research and problem solving skills

• Strong working knowledge of accounting and investment principles

• Excellent interpersonal, verbal, written communications, organizational and prioritization skills

• Ability to work in a team environment, under pressure, meet deadlines, handle large volume of diverse work

• High level of PC skills; working knowledge of spreadsheets, word processing applications, vendor systems and record keeping systems.

• Willingness to learn

• Coachable

• Problem solving and critical thinking skills

Desired

• Ability to cross function in the organization

• Leadership skills

• Communication skills

• Active in professional organizations

Responsibilities

• Manage caseload (1 - 65+ plans) of 403b, Profit Sharing and/or 401(k) plans including: interpreting/preparing plan documents, preparing reconciliation of plan investments to the plan valuation report, calculating contributions for corporate and self-employed business entities, maintaining on-going client relationships via face to face and telephone contact, preparing and analyzing compliance testing results, prepare and analyze government filing requirements, interacting with external clients/advisors/vendors and BSW family.

• Willingness to travel to all BPP locations to administer plans or deliver reports to clients

• Assist with the installation of new client's retirement plans as needed

• Assist with projects on as needed basis and participate in Rapid Improvement Projects.

• Cross-selling and marketing services

• Continue education through seminars and industry certifications, etc.

Preferred Experience

• Working knowledge of Datair Record Keeping System

• Working knowledge of FT Williams

• Plan Design Knowledge

• Bachelor's degree in Business or Financial discipline

• Industry certification

• Experience in Employee Communications

• Sales and Marketing experience

• Product development expertise