Retirement Plan Consultant – Junior Associate

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July Business Services

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1994

💸 Finance

🤝 B2B

👥 HR Tech

Finance • B2B • HR Tech

July Business Services is a provider of employer-focused retirement plan solutions that helps businesses start and run 401(k) plans. The company offers plan administration and fiduciary services, payroll integration, enrollment and personalized employee experiences, and online tools like calculators, tax credit estimators, and educational webinars. It serves employers, advisors, TPAs and employees and is affiliated with an SEC-registered investment advisor to support retirement plan management and compliance.

📋 Description

• Providing support to internal teams on topics related to retirement plans • Preparing year-end compliance projects for small and mid-sized plans • Participating in the completion of complex projects and calculations such as missed deferral opportunities and plan audits • Assisting team members with research and consultation on plan administration projects • Interacting with internal Client Services on plan issues and liaising with seasoned subject matter experts • Partnering with external Plan Administrators to obtain answers on projects and help prioritize project completion • Collaborating with team members to improve departmental processes • Help meet individual, departmental, and company key performance indicators (KPIs)

🎯 Requirements

• 1+ years of retirement plan industry experience with an interest in extensive learning of retirement plan compliance • Interest in retirement plan operational processes • Professional and concise verbal, non-verbal, and written communication skills • Strong attention to detail and sense of urgency • Agility to pivot as priorities and processes change • Self-starting, resourceful, solution seeker who works well independently • Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness • Client centric, positive, team player with "can and will do" attitude no matter the task size

🏖️ Benefits

• An unmatched people centric, values driven work environment • Flexible, remote work schedules (no time spent commuting or costly gas expense) • Employee recognition programs • 401(k) Plan with immediate fully vested 5% employer match • 100% employer paid employee medical insurance options • Generous paid time off perks • Education programs (leadership, personal financial wellness, industry, employee benefits, etc.) • Ancillary benefit offerings for you and your family (accident, critical illness, hospital), and pet insurance