Senior Retirement Plan Consultant

Job Description

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 to manage our 3(16) fiduciary services offering. This person will be the lead for managing, monitoring, and improving 3(16) fiduciary services and operations at JULY.

Primary Job Objectives

  • Monitor and manage processes for all clients utilizing JULY as a 3(16) fiduciary.
  • Optimize fiduciary-related processes to ensure JULY maintains fiduciary compliance.
  • Work with a team to implement improvements and software development for 3(16)-related process automation and tracking (eligibility management, notice delivery, fiduciary dashboard, etc.)
  • Oversee fiduciary-related work including eligibility management, payroll contributions, and notice delivery and recommending corrective actions, etc.
  • Serve as top-level escalation for client services and other JULY employees for 3(16)-related issues.
  • Coordinate production of fiduciary-related work with overseas Team including eligibility management, auto enrollment, notice delivery.
  • Manage and review production of annual fiduciary checklist for 3(16) and PEP clients.

Other Responsibilities

  • Collaborate with team members to improve departmental processes
  • Help meet individual, departmental, and company key performance indicators (KPIs)
  • Use Zoom and Microsoft Teams for video conferencing with team members

Skills / Experience / Credentials

  • 3+ Years Retirement Plan Experience
  • Understanding of Retirement Plan Compliance
  • Bachelor’s Degree Preferred
  • QKA or Equivalent Credential
  • Relius Administration experience is 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

Benefits

  • 401(k) Plan with fully vested 5% employer match
  • Company pays 100% of employee health insurance
  • Optional Health Savings and Flexible Spending Account
  • Company paid life and short and long-term disability insurance
  • Three weeks of Paid Time Off

To Apply

Email your resume to employment@julyservices.com.

Related Posts

Categories

You May Also Like…

Participant Services Associate

Participant Services Associate

We are now seeking individuals for work-from-home position of Participant Service Associate. The person in this role will be part of a team that takes phone calls and chat requests from 401(k) plan account holders to assist them with questions about their retirement plan.

Director of Actuarial Services

Director of Actuarial Services

As JULY’s Director of Actuarial Services, you will enjoy the unique opportunity and challenge of managing and helping build our firm’s DB and Cash Balance practice. As you demonstrate excellence as a producing actuary and department manager, you will find opportunity for leadership growth in our organization over the next three to five years.