July Business Services is a national retirement plan services firm that helps small and mid-size employers and their investment advisor set up and operate 401(k)s and other types of retirement plans. We combine innovation and technology with hands-on service to make retirement plans easy for our clients. We have an entrepreneurial and employee-friendly culture and emphasize core values of wow! service, having a servant’s heart, and innovation.
We are seeking individuals for a work-from-home position of Retirement Plan Consultant. The individual in this role will be part of a team responsible for all aspects of compliance and administration for a block of retirement plan clients and for assisting Client Service Managers in answering detailed technical questions.
The position requires experience in 401(k) plan administration, including experience preparing compliance testing, trust accounting, eligibility and contribution calculations, Form 5500s with audits, and performing ERISA research and consulting.
Email your resume to email@example.com.