Specialized Consultant – Retirement Plan Administrator
Company | Wolters Kluwer |
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Location | Madison, 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 |
Type | Full-Time |
Degrees | Associate’s |
Experience Level | Mid 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