Specialized Consultant - Retirement Plan Administrator

About the position

The job is to assist managed services customers in a back-office capacity with retirement plan administration duties using the ftwilliam.com software as well as help out other teams as needed.

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

Requirements

• Two-year degree or comparable Industry experience
• Experience with ftwilliam.com preferred
• At least 3 years experience preferred
• Must have retirement plan administration experience

Nice-to-haves

• Excellent customer service skills, including superior written and verbal communication skills
• Analytical and problem-solving skills
• Ability to manage multiple concurrent projects

Benefits

• Medical, Dental, & Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave