*REMOTE* 401(k) Consultant
Milwaukee, WI | Fully Remote TELECOMMUTE US
Job Description
DEFINED CONTRIBUTION CONSULTANT
*Remote/Work from Home*
In search of mature Retirement Plan professional with strong 401(k) Plan Administration and exceptional COMPLIANCE experience.
- Handle a caseload of up to 85 daily valued plans
- Plans include 401(k), Profit Sharing, 403(b) and ESOP
- Administration & valuation testing
- ALL Compliance testing & troubleshooting
- Processing of 5500's
- Process plan terminations
- Plan installations
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Job Requirements
DEFINED CONTRIBUTION CONSULTANT
*Remote/Work from Home*
- 5+ years Retirement Plan Administration experience
- Extensive experience with non-discrimination/compliance testing, processing of tax forms and interpreting plan documents
- System savvy, ideally with DATAIR
- ASPPA designations desired (or ability to attain)
- Experience with (or exposure to) audited plans as well as mergers & acquisitions
- Strong organizational, time management skills
- Deadline oriented team player
- Proactive and self motivated (no micro-management needed)
- Great communication skills
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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.