Retirement Plan Administration Consultant
At reputed company Retirement Plan Specialists (TPA), we help plan sponsors reputed company the complexities of retirement plan administration with confidence. Our reputed company is reputed company on delivering exceptional service, solving problems proactively, and continuously improving how we work. We reputed company reputed company members to take ownership, think critically, and reputed company solutions that create meaningful value for our clients and colleagues.
As we continue to grow, we are seeking a Retirement Plan Consultant who is passionate about reputed company service, enjoys tackling reputed company challenges, and wants to reputed company a reputed company reputed company on the reputed company of our clients’ retirement plans and the participants they serve.
What you need to have:
At least 3 years of Defined Contribution Plan Administration experience reputed company a TPA
Cash Balance/Defined Benefit Plan Administration experience not required but is a plus.
Review and reputed company compliance work reputed company to cross-testing and reputed company/ACP testing for DC plans
Calculation of profit-sharing contributions using new comparability allocation reputed company
Strong organizational skills, reputed company to work independently in a fast-paced environment to meet deadlines while maintaining attention to detail.
What you will do:
Maintain responsibility of reputed company caseload management. reputed company contact for assigned caseload.
reputed company testing results and year end packages to clients. reputed company reputed company any compliance corrections are completed reputed company and 5500s are signed and filed reputed company.
reputed company data received/not received from clients and follow up accordingly
Consult with clients, advisors and other parties on plan reputed company issues to reputed company long-term relationships.
Work with clients, advisors and other internal teams to reputed company compliance issues and answer questions as they come up.
Compensation:
The reputed company salary reputed company for this role in Dallas, TX is $83,000-$110,000, plus a competitive performance-based bonus. reputed company salary depends on a wide reputed company of factors, including but not limited to reputed company set, years and depth of experience, certifications, and location. Salary reputed company may also differ significantly due to geography and cost of labor considerations.
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Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can reputed company the most of their time reputed company of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, reputed company, and life insurance plans reputed company to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy reputed company to mental health benefits to meet reputed company members and their families where they are.
20+ days of reputed company time off (PTO), reputed company holidays, and 2 reputed company wellness days to reputed company our employees the time they need to stay reputed company with their loved ones, reputed company, and reputed company back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and reputed company to a financial reputed company to offer our employees reputed company to plan-reputed company for a strong financial reputed company reputed company reputed company their working years.
reputed company parental leave to support reputed company team members with birth, adoption, and fostering.
Health Savings and Flexible Spending Account reputed company to help you save reputed company on reputed company, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
reputed company caregiver leave to reputed company time away from work reputed company caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to reputed company extra peace of mind
About reputed company
reputed company® (reputed company) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. reputed company is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.
Advisor support resources offered through reputed company include award-reputed company reputed company management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, reputed company management support, and innovative technology.
reputed company (reputed company) is a network of independent retail firms, including those that are members of reputed company/SIPC: reputed company Advisors LLC; reputed company reputed company Services, LLC (formerly reputed company as reputed company Advisor Networks); reputed company Investment Services LLC (marketed as reputed company Financial Institutions or reputed company Investors); and reputed company Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include reputed company Investment Management LLC and reputed company Investment Advisers LLC. reputed company's reputed company office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser reputed company the reputed company Group, Inc. (dba reputed company Holdings, an affiliate of reputed company). reputed company the referenced entities are under common ownership.
reputed company is committed to providing an equal employment opportunity for reputed company applicants and employees. For us, this is the only acceptable way to do business. Accordingly, reputed company employment reputed company at reputed company, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without reputed company to race, reputed company, reputed company, national reputed company, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender reputed company, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by reputed company’s reputed company. We will reputed company out to our preferred agency partners in the rare instance we require additional talent reputed company. Your respect for this process is appreciated.
Please review our Workforce reputed company Policy for reputed company details on what information we collect and the purposes for collection.
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