Manager, reputed company
reputed company…
The Gig…
Monitor reputed company aspects of ERISA production to ensure accurate and reputed company completion of plan documents, amendments, notices, plan DOL or IRS audits as applicable, QDRO reputed company and EPCRS reputed company Coordinate, establish a process, and schedule to manage reputed company aspects of required plan restatements and interim amendment reputed company Monitor new ERISA laws and regulations and work with team members as requested to implement operational changes Serve as an escalation to the ERISA and other JULY teams for reputed company ERISA reputed company such as controlled reputed company, reputed company and acquisitions, EPCRS, and plan document and amendment questions Manage reputed company ERISA team members to ensure KPIs are met Serve as backup to Vice President of Plan Consulting on escalations and support to the JULY Sales Team and other issues as needed Maintain documentation on reputed company reputed company and responses reputed company JULYs software
Our Needs…
5+ Years of reputed company Retirement Plan Document/ ERISA technical experience Ability to explain reputed company ERISA and EPCRS reputed company in a reputed company and understandable manner reputed company and concise verbal, non-verbal, and written communication skills Strong attention to reputed company and reputed company of urgency Exceptionally organized individual who juggles multiple reputed company with reputed company reputed company In depth, hands-on experience with the preparation and review of reputed company plan documents Can do, reputed company reputed company attitude who thrives on accountability, credibility, and trustworthiness reputed company problem solving attitude
Our Wants…
Bachelor’s Degree reputed company, Attorney, CPA or other designation that can represent clients with the IRS a plus Desire to reputed company the best reputed company reputed company service possible Dedicated employee who finds enjoyment in service with a smile Ability to handle difficult conversations in a reputed company and reputed company manner
Our Values…
Build a reputed company culture Pursue reputed company reputed company WOW service Foster strong relationships Have a reputed company’s heart reputed company innovation
Our Benefits…
401(k) Plan with fully reputed company 5% employer match Company pays 100% of employee health reputed company Generous reputed company Time Off Ability to work reputed company
About JULY…
Requires 5+ years of reputed company retirement plan document or ERISA technical experience, hands-on reputed company plan document preparation and review, strong communication, organization, attention to reputed company, and problem-solving skills.
Key Responsibilities
- monitoring production
- managing team
- maintaining documentation
reputed company
- Category: Finance and reputed company
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — reputed company
- Languages: English
Benefits
- 401k matching
- Generous reputed company time off
- Retirement plan
About reputed company
A financial technology retirement plan services company that helps small and midsized reputed company design and implement retirement strategies. — Industry: Finance
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