Chicago, IL 60606 | Fully Remote

Posted: 09/22/2022 Industry: Employee Benefits & Retirement Services Job Number: 8.5 1 KEF Pay Rate: $55,000 - $75,000 Experience: Mid-Senior Level

Job Description


(This position can be located ANYWHERE in the U.S.)

  • Manage a caseload of small 401(k), 403(b) and Profit Sharing plans (< 100 lives)
  • Perform allocations, reconciliations, plan terminations
  • 5500 Form Filing
  • Non-discrimination testing
  • Client contact via phone, email & in-person

#definedcontributions #401k  #retirementplanadministrator  #planadministrator  #ftwilliam  #ftw #pensionadministrator

401(k) Plan



Job Requirements


IMPORTANT!!  MUST have FT William experience and FULL valuation experience!

  • 3+ years full daily valuation experience using FT William software
  • Strong emphasis on non-discrimination testing
  • ASPPA designation preferred (and supported)
  • Exceptional client service mindset
  • Collaborative team member
  • Passion for retirement business!




Meet Your Recruiter

Kristine Fornek
Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

EXPERIENCE:  My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.

The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions.  We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE:  There’s no better feeling than helping someone realize their goals by assisting them in advancing their career.  I love making that connection!  My goal is to consistently build long lasting relationships with both my clients and my applicants.

CLIENTS CAN COUNT ON ME BECAUSE:  I pride myself on the quality of my work and I truly CARE about their needs.  The better I know them, the better my understanding is as to who would fit their needs.

HOBBIES: Golf, travel, stained glass, mosaics, volunteering, cooking, active with church.

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