Retirement Plan Consultant

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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

• Provide support to internal and external clients on complex topics related to retirement plans • Responsible for quality control and review for up to 200 small and mid-sized plans • Responsible for preparation of year-end compliance projects for up to 50 small and mid-sized plans • Responsible for answering questions and reviewing escalated or complex distributions • Assisting and completing 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 Client Service Managers and Plan Sponsors on complex plan issues as the subject matter expert • Interacting with Plan Administrators to obtain answers on projects and help prioritize project completion • Collaborate with team members to improve departmental processes • Help meet individual, departmental, and company key performance indicators (KPIs)

🎯 Requirements

• 3+ Years Retirement Plan Experience with a thorough understanding of retirement plan compliance • Understanding of daily recordkeeping processes • QKA or equivalent credential • Professional and concise verbal, non-verbal, and written communication skills • Strong attention to detail and sense of urgency • Builder of collaborative rapport • Exceptionally organized individual who juggles multiple projects with minimal oversight • Self-starting, resourceful, solution seeker who works well independently • Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness • Team player with willingness to do no matter how small or large the task • Positive attitude

🏖️ Benefits

• 401(k) Plan with fully vested 5% employer match • Company pays 100% of employee health insurance • Generous Paid Time Off • Ability to work remotely