Retirement Plan Conversion Specialist

Westchester, IL 60154 | Remote Friendly

Posted: 11/05/2018 Industry: Employee Benefits & Retirement Services Job Number: pk-11/5 Pay Rate: 60,000 - 85,000

Growing organization with a national presence is looking for an experienced retirement plan conversion specialist. The individual will be responsible for the conversion/implementation of retirement plans (DC). They will also be involved with plan document review/drafting. Will work with the clients and serve as a resource for the staff.

 

#LI-PK1

~ Minimum of 3+ years of DC pension valuation experience

~ Client contact experience 

~ FT William software experience is desired.

~ ASPPA exams or credentials is helpful.

 

#LI-PK1

Pat Kilcoyne
Senior Partner

One of Mark Twain's quotes, "Find a job you enjoy and you will never have to work a day in your life" pretty much summarizes my career at CPS, Inc. I have the privilege of putting the puzzle pieces together for a candidate's career aspirations and a company's hiring needs. Each piece has to fit perfectly in order for it to be a complete match. I love the challenge!

My areas of expertise include Retirement Plans (DC, DB Non-qualified) and Wealth Management. I work with individuals that serve as Administrators to people that are in a Supervisory or a Sales/Service capacity. Our assignments cover the entire United States.

Outside of the office, I love to spend time with my family, play ice hockey or golf and listen to music.

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