Retirement Plan Consultant

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.

About JULY

JULY is a growing financial technology retirement plan services company that partners with institutions and financial advisors to design and implement successful retirement plan strategies.  We combine innovation and technology with hands-on service to make retirement plans easy for our clients.  JULY provides high quality retirement plan services to over 7,000 small and mid-sized employers, representing more than 125,000 plan participants. 

Our firm is headquartered in Waco, Texas, and in addition to our home office location, we support a thriving virtual workforce with a strong company culture where employees can grow and develop their professional talents.  We have an entrepreneurial and employee-friendly culture and emphasize core values of wow! service, having a servant’s heart, and innovation.   We offer competitive salaries and benefits and a family-friendly culture. 

At JULY, we know that if we live our Values (below), we will serve our Mission of transforming small business retirement plans through innovation, expertise, and service, and achieve our Vision of enriching lives by shaping the future of retirement.

• Build a Winning Culture
• Foster Strong Relationships
• Pursue Excellence
• Have a Servant’s Heart
• Deliver Wow Service
• Drive Innovation

Job Objective

• Provide support to internal and external clients on complex topics related to retirement plans

Job Duties

• Responsible for production management of up to 500 small and mid-sized plans
• Responsible for quality control and review for up to 50 small and mid-sized plans
• Responsible for preparation of year-end compliance projects for up to 125 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)

Experience / Credentials

• 3+ years of retirement plan experience
• Understanding of retirement plan compliance
• Understanding of daily recordkeeping processes
• Bachelor’s degree preferred
• QKA or equivalent credential
• Relius administration experience a plus
• Exceptional organizational skills with the ability to prioritize work and see tasks through to completion
• Ability to manage multiple projects and project deadlines
• Strong independent work ethic

Benefits

• 401(k) Plan with fully vested 5% employer match
• Company pays 100% of employee health insurance
• Three weeks of Paid Time Off
• Ability to work remotely