Retirement Plan Document Specialist / Plan Administrator
Hunt Valley, MD 21031
Prepare plan amendments and documents using Relius and ftwilliam. Manage notice distributions for selected plans. Plans are audit plans and small plans. Potential to also administer a small caseload of plans or assist administrators with administration of plans. The employer strongly prefers that this person work in-office but can consider one or two days telecommute for a strong candidate.
--2+ years experience preparing plan amendments and documents
--Experience with Relius documents and ftwilliam
--Plan administration experience is a plus
Industry Expertise: Defined Contribution, Defined Benefit, 401(k), Qualified Plans, Non Qualified Plans, ESOP, Taft-Hartley, 403(b), ERISA Compliance, Plan Administration, Conversions/Implementation, Wealth Management, Financial Advisors, Institutional Retirement Sales, Wholesaling
Types of Positions: Plan Administration, Conversions/Implementation, Compliance/ERISA, Client Relationship Manager, Education/Enroller, Sales/Wholesaling/DCIO, Wealth/Retirement Financial Advisor, Manager, Director, VP.
The best part of my job: I build and maintain long term relationships. When I help a candidate advance their career and help a client hire the right person, it's a great feeling.