Job Application - Leading Retirement Solutions

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Retirement Plan Recordkeeper

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Salary is commensurate with experience. Salary ranges from $55,000 to $75,000.

At Leading Retirement Solutions (LRS) our mission is to empower all businesses with the economic independence required to help their employees save for a secure retirement. If this aligns with your values, and you possess the skill set to thrive in a fast paced and often changing work environment, we would love for you to join our organization of experts!

 

We recommend and implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church Plans, and even retirement plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and non- traditional investments.

 

Department Responsibilities

The Recordkeeping Department consists of team members who support all aspects of Recordkeeping including trading activities, participant support and sponsor interaction. Team members provide a high level of communication in the recordkeeping of retirement plans and meeting regulatory requirements. Team members communicate with plan sponsors, participants and referral partners to maintain a high level of customer satisfaction through oversight and coordination of plan activities. A consistent expectation to develop recordkeeping technology and improve processes, workflow improvement, and program/policy changes is driven by the Recordkeeping team.

 

Role Responsibilities

·         Support daily and balance forward defined contribution and defined benefit plans

·          Customer support, including answering phones, email and chat inquiries from sponsors, partner and participants.

·          Engage in daily trading and reconciliation of trust accounts and contributions

·         Work with Plan Administrators and clients to calculate and allocate contributions

·         Contribution processing, including processing payroll contribution files

·         Census analysis and determination of participant eligibility and vesting

·          Review, approve and process participant distributions, including loans

·         Conduct payroll training with new clients; coordinate with payroll vendors and our technology team to support the most efficient payroll contribution process for each client.

·         Plan setup in Recordkeeping systems, including enrollment, contribution, and investment allocation set up for participants

·          Review plan documents, understand retirement plan provisions, install plans in Recordkeeping system

·         Create online accounts for each customer, including uploading documents, deliver account login information and monitor utilization

·         Monthly and quarterly fee processing, including invoicing and plan asset sweeps

·         Review fund notices and implement fund changes from drafting notices, to communicating with sponsors, advisor partners and participants

·         Assist with plan conversions, deconversions and mergers/acquisitions

·         Provide support to our clients including business owners and their employees

·         Develop new processes, resulting in greater efficiencies and reduced costs

·         Support, coordinate, and develop processes with a team responsible for servicing a book of company sponsored retirement plans

·         Research, develop implementation plan and deploy Recordkeeping enhancements

 

Qualifications

•         Experience with company sponsored retirement plans and/or experience in the financial services or investment industry is preferred

•         Daily recordkeeping or trading experience is preferred

•         Experience with Schwab Retirement Technologies (SRT) is preferred

•         Accounting, bookkeeping or math background tends to lend to success in this position

•         Superb communication skills and a commitment to superior customer service Accuracy, accuracy, accuracy is critical to your success in this position

•         Deadline driven

•         Solutions oriented and ability to handle changing and competing responsibilities are necessary skills when working in an emerging business, like Leading Retirement Solutions

•         Strong command of technology and ability to learn new software solutions easily and quickly

•        Works well with a team

We Offer Great Benefits!

  • Choice between 4 medical plans
  • Dental, Vision and Accident Insurance 
  • 3+ Weeks of Paid Time off (PTO) Starting
  • Paid Holidays
  • Employer sponsored 401(k) Plan + Employer matching contributions
  • Performance bonuses
  • Financial support for ongoing education and credentialing
  •  Great, casual working environment with casual dress. 
  • 100% Employer Paid Work from Home Setup
  • Flexible Scheduling