Job Description
July Business Services (JULY) is seeking an individual for Retirement Plan Consultant. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of other retirement plan professionals. The ideal candidate for this position is a person that has experience completing administration tasks for 401(k) plans, including, compliance testing, trust accounting, eligibility and contribution calculations, Form 5500s with audits, research related to compliance matters, consultations regarding ERISA items and answering questions for team members completing these tasks.
The Gig
- Provide support to internal and external clients on complex topics related to retirement plans
- Responsible for quality control and review for up to 200 small and mid-sized plans
- Responsible for preparation of year-end compliance projects for up to 50 small and mid-sized plans
- Responsible for answering questions and reviewing escalated or complex distributions
- Assisting and completing complex projects and calculations such as missed deferral opportunities and plan audits
- Assisting team members with research and consultation on plan administration projects
- Interacting with Client Service Managers and Plan Sponsors on complex plan issues as the subject matter expert
- Interacting with Plan Administrators to obtain answers on projects and help prioritize project completion
- Collaborate with team members to improve departmental processes
- Help meet individual, departmental, and company key performance indicators (KPIs)
Our Needs
- 3+ Years Retirement Plan Experience with a thorough understanding of retirement plan compliance
- Understanding of daily recordkeeping processes
- QKA or equivalent credential
- Professional and concise verbal, non-verbal, and written communication skills
- Strong attention to detail and sense of urgency
- Agility to pivot as priorities and processes change
- Self-starting, resourceful, solution seeker who works well independently and requires minimal oversight
- Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness
- Client centric, positive, team player with “can and will do” attitude no matter the task size
Our Wants
- Bachelor’s Degree
- Relius knowledge and experience
- A good sense of humor with self and audience awareness
Our Values
- Champion A Winning Culture
- Commit to Excellence
- Deliver WOW Experiences
- Foster Strong Relationships
- Have A Servant’s Heart
- Drive Change & Innovation
We know that if we live our values, we will serve our mission to simplify retirement plans through service, expertise, and technology and achieve our vision to be the most trusted retirement plan partner to small businesses and advisors.
Our Benefits
- An unmatched people centric, values driven work environment
- Flexible, remote work schedules (no time spent commuting or costly gas expense)
- Employee recognition programs
- 401(k) Plan with immediate fully vested 5% employer match
- 100% employer paid employee medical insurance options
- Generous paid time off perks
- Education programs (leadership, personal financial wellness, industry, employee benefits, etc.)
- Ancillary benefit offerings for you and your family (accident, critical illness, hospital), and pet insurance