Westchester, IL 60154

Posted: 06/14/2024 Industry: Employee Benefits & Retirement Services Job Number: 3.26 1 KEF Pay Rate: $65,000 - $85,000 Remote Friendly: Remote Experience: 2+ Years

Job Description


Join a team of dedicated plan administrators by managing your own caseload of Defined Contribution plans.

  • Perform allocations, reconcilations and plan terminations
  • 5500 form filing
  • Non-discrimination testing (ADP, ACP, Top Heavy, 415L, etc.)
  • Review/interpret Plan Document, amendments, notices and SPD's
  • Analysis of Census
  • Loan calculations


#401k #definedcontributions #planadministrator #retirementplanadministrator


Job Requirements


  • 3+ years A to Z DC administration experience
  • Strong ERISA / Compliance experience
  • ASPPA designation(s) ideal (QKA, QPA, etc.) or a strong desire to obtain
  • Multiple Employer Plan (MEP) experience helpful (not required)
  • Ability to meet and/or exceed goals (financial incentives available for achieving goals)
  • Excellent organization skills
  • Strong communication skills (verbal & written) to deal with Plan Sponsors 
  • Strong experience with Microsoft Excel
  • Retirement Plan recordkeeping software experience (FT William helpful, not required)
  • Dynamic & collaborative team player, open to suggestions, ability to learn quickly
  • Great attitude with a passion for the Retirement Services industry



Meet Your Recruiter

Kristine Fornek
Senior 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.

The levels of candidates that I place include Plan Administrators, 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 Executive positions.  We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE: I truly enjoy building relationships with both my clients and my candidates.  There’s no better feeling than fostering strong partnerships with my clients to aid them with their hiring needs or helping someone realize their goals by assisting them in advancing their career.  I LOVE making those connections!  

HOBBIES: Golf, travel, cooking, stained glass artisan, mosaics, pottery, oil painting, volunteering, active with church.

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About Westchester, IL

Discover your next career opportunity in beautiful Westchester, Illinois! Nestled in the charming and vibrant western suburbs of Chicago, Westchester offers a perfect blend of urban convenience and small-town charm. With excellent schools, diverse housing options, and a strong sense of community, this area is an ideal place to live and work. Explore job listings in this area to take advantage of the area's proximity to attractions like Brookfield Zoo, the beautiful Bemis Woods Forest Preserve, and the renowned Oakbrook Center shopping mall. Picture yourself enjoying the lively theater scene at the Drury Lane Theatre or savoring delicious deep-dish pizza at local pizzerias. Start your career journey in Westchester, where opportunities for personal and professional growth abound!