Retirement Solutions Specialists
Retirement Solutions Specialists
  • Home
  • Our Services
  • About US
  • Partners
  • Tools
  • Jobs
  • Client Portal
  • More
    • Home
    • Our Services
    • About US
    • Partners
    • Tools
    • Jobs
    • Client Portal
  • Sign In

  • My Account
  • Signed in as:

  • filler@godaddy.com


  • My Account
  • Sign out

Signed in as:

filler@godaddy.com

  • Home
  • Our Services
  • About US
  • Partners
  • Tools
  • Jobs
  • Client Portal

Account


  • My Account
  • Sign out


  • Sign In
  • My Account

CURRENT JOB OPENINGS


        

Retirement Plan Administrator


A dynamic third-party administrative firm in Jacksonville, FL seeks Retirement Plan Administrators to manage the relationship and administration for 401(k) and Profit-Sharing plans.  Responsible for about 75 client plans; duties include gathering employee census data, annual   non-discrimination testing, 5500 reporting, contribution allocations, processing loans and distributions and interacting with plan sponsors, vendors, and Financial Advisors.  Prior experience with 403(b), DB & CB plans is helpful but not required.  The company offers competitive base salary, medical, dental, paid time off, 401(k), group-term life, flexible spending account, short-term disability, and supplemental insurance options.  This position can be either in office or remote. 


Job Functions, Essential Duties and Responsibilities

The ideal candidate would have experience in the following:

  • At least 3-5 years direct industry experience
  • Preparing and filing of form 5500 and related documents
  • Managing and meeting deadlines
  • Handling annual compliance testing related to 401(k) & cross-tested plans
  • Good understanding of required participant disclosure notices and related deadlines
  • Reviewing and reconciling plan activity and assets
  • Communicating with clients - both verbally and in writing
  • Working with Microsoft Excel, Word, and Adobe PDFs
  • Experience working with Relius ASP, ftwilliam.com, PensionPro a plus


Qualifications

  • Knowledge of retirement plan industry, ERISA regulations, and plan documents
  • Superior communication, customer service and interpersonal skills
  • Strong analytical, organizational and math skills
  • Self-motivated; demonstrated ability to work well in a small-business environment
  • Ability to organize, prioritize and multi-task
  • Industry designations such as CRPC, CRPS, ERPA and/or QKA are strongly preferred


To apply, email cover letter and resume to jobs@retiresolutions.net

  


*******************************************************************




CURRENT JOB OPENINGS

        

Administration Support 


 

We are currently seeking a full time Administration Support team member. This role will support multiple Retirement Plan Administrators with phone calls, running reports, data entry, reconciliation, etc. This is an entry level position, with room to grow within our company. Benefits are provided.

Microsoft Offices skills are a must. Excel is used on a daily basis.


To apply, email cover letter and resume to jobs@retiresolutions.net

  


*******************************************************************




Copyright © 2022 Retirement Solutions Specialists - All Rights Reserved

  • Client Portal
  • Employee Portal