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Specialized Consultant – Retirement Plan Administrator

Specialized Consultant – Retirement Plan Administrator

CompanyWolters Kluwer
LocationMadison, WI, USA, Indianapolis, IN, USA, Houston, TX, USA, Wheeling, IL, USA, Tampa, FL, USA, Clayton, MO, USA, Dallas, TX, USA, Hagerstown, MD, USA, Philadelphia, PA, USA, Wichita, KS, USA, Chicago, IL, USA, Carson, CA, USA, Waltham, MA, USA, Latham, NY, USA, St Cloud, MN, USA, New York, NY, USA, Minneapolis, MN, USA, Denver, CO, USA, Kennesaw, GA, USA
Salary$91600 – $126800
TypeFull-Time
DegreesAssociate’s
Experience LevelMid Level

Requirements

  • Two-year degree or comparable Industry experience
  • Must have retirement plan administration experience

Responsibilities

  • Assist with retirement plan administration for managed services customers
  • Run eligibility calculations, required testing included but not limited to 402g, 415, ADP/ACP, and run new comp allocations as requested for plans with at both a daily RK and pooled/SDBAs
  • Work closely with management and sales during the initial sale, to help with questions on managed services
  • Assist with other duties as time permits

Preferred Qualifications

  • Experience with ftwilliam.com preferred
  • At least 3 years experience preferred
  • Excellent customer service skills, including superior written and verbal communication skills
  • Analytical and problem-solving skills
  • Ability to manage multiple concurrent projects