DC ADMINISTRATOR w/FT William (*REMOTE*)
Chicago, IL 60606 | Fully Remote TELECOMMUTE US
**REMOTE** DEFINED CONTRIBUTION ADMINISTRATOR
(This position can be located ANYWHERE in the U.S.)
FT William Guru!!
- 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 #ftwilliams #ftw
**REMOTE** RETIREMENT PLAN ADMINISTRATOR
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
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.