We get it. We listen. We communicate.
401(k) plans • Cash balance plans • New comparability plans • Retirement plans • 403(b) plans
June 3
🏡 Remote – New York
We get it. We listen. We communicate.
401(k) plans • Cash balance plans • New comparability plans • Retirement plans • 403(b) plans
• Maintain client and advisor relationships • Manage a caseload of more complicated plans • Perform work product review and manage workload • Provide superior client service and consult with clients • Proactively communicate with clients and investment advisors • Collaborate with other departments for a great client experience • Work according to company policies and procedures
• Ten or more years of 401(k) plan administration experience • NIPA or ASPPA credentials • College degree • Superior knowledge of various 401(k) plan testing and administration topics • Excellent written and verbal communication skills • Excellent time management and organizational skills • Ability to proactively manage a book of business • High level of critical thinking • Committed to lifelong learning and coachable
• Medical, dental, disability, and life insurance • Paid time off • 401(k) plan with employer match
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