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_An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically close to one of our locations can be considered for fully remote work if this candidate has retirement plan administration expertise._

Manage a select group of qualified and nonqualified retirement plans, which may include all aspects of plan design, overseeing day-to-day administration, trust accounting, participant notices, plan documents, compliance testing, and leading a team of analysts. Continuously gain knowledge of the retirement plan industry through ongoing education.

Essential Duties and Responsibilities

+ Manage and mentor analysts

+ Manage a select group of retirement plans

+ Responsible for all aspects of plan design

+ Oversee day-to-day administration, annual compliance testing, Form 5500 preparation, and trust accounting

+ Drafting participant notices and plan documents

+ Client relationship management ensuring high-quality deliverables

+ Perform project tasks independently, and direct the efforts of others

+ Anticipate client needs and formulate solutions to client issues

+ Prepare and review deliverables for accuracy and quality

+ Plan and lead client meetings

+ Provide training

+ Participate in prospective client proposal presentations

+ Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences

Skills

+ Excellent problem solving including an ability to independently research and determine strategies to solve client needs

+ Experience fostering client relationships

+ Operating standard office equipment and using required software applications, including Microsoft Office and established databases

+ Knowledge of the Omni recordkeeping system

+ Basic scripting

+ Experience with rate group testing, earned income calculations, and other advanced types of compliance testing

+ Experience with retirement plan conversions, acquisitions, and divestitures

+ Providing excellent customer service

+ Critical thinking

+ Communicating effectively, both orally and in writing

+ Perform complex compliance testing, discuss plan design, prepare annual reports, and complete DOL and IRS forms

+ Prioritize, work independently and drive tasks to completion

+ Lead project teams and function with multiple tasks and deadlines concurrently

+ Handle multiple ongoing projects

+ Conduct meetings with client senior leadership

Licenses/Certifications

+ QKA or QPA designation preferred

Travel Required

+ Minimal