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Senior Retirement Plan Recordkeeper

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Senior Retirement Plan Recordkeeper

Full Time (40 hours/week)

100% Fully Remote

Start Immediately!

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

Our Recordkeeping team is responsible for processing plan participant transactions and quality checking each distribution, rollover, payroll to ensure funds flow to and from the correct accounts. The department is also responsible for ticket handling and meeting departmental Service Level Agreements as set by the organization as well as the clients we serve.

Essential Job Duties

• Meet and maintain company and department servicing and quality control commitments.

• Serves as project lead on process improvement efforts necessary to service a high volume of retirement plan transactions with accuracy and efficiency with a focus on minimizing errors.

• Streamlines processes in alignment with organizational growth.

• Launch new and enhanced Recordkeeping initiatives.

• Serve as a Subject Matter Expert on our Recordkeeping system.

• Collaborates closely with client service teams in the coordination and fulfillment of client inquiries, including plan conversions and terminations.

• Resolves escalated operational and inquiry calls from internal and external partners as it relates to participant related transactions.

• Recommends and timely executes corrective activity to maintain retirement plan compliance.

• Maintains a working knowledge of ERISA, the Internal Revenue Code and applicable regulatory guidelines connected with retirement plan operations, recordkeeping, and administration.

• Support daily and balance forward defined contribution and defined benefit plans, including daily trading, reconciliation, contribution processing, distribution and loan processing.

• Review Match calculations, fund notices, and other trading transactions to ensure accuracy and completion of the task.

• Assist in the setup of outgoing & incoming rollovers for plan participants, including working with participants and banks while communicating progress with the client.

• Customer support, including answering phone calls and email inquiries.

• Review plan documents and understand retirement plan provisions, installation of plans in Recordkeeping and other systems. 

• Fee processing.

• Assist with plan conversions and deconversions.

• Additional duties as assigned.

Minimum Qualifications

• 4+ Years of daily recordkeeping experience of 401k plans.

• 4+ Years of experience with Schwab Retirement Technologies (SRT) or similar platform.

• Thoroughly understands (and stays knowledgeable of) retirement plans particularly defined contribution and small defined benefit plans.

• Ability to maintain strong working relationship with trading/custody vendors.

• Capable of relating to customers, other team members and leadership.

• Must have the ability to process detailed work, within assigned timeframes.

• Superb communication skills and a commitment to superior customer service.

• Excellent attention to detail and accuracy, proficient with numbers and basic calculations.

• 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.

• Proficiency is required with Excel, Word, Outlook, Adobe Acrobat, browsing network directories, and dual screens as we are a paperless office.

Preferred Qualifications

• Bachelor’s degree preferred but not required.

• ASPPA Retirement Plan credentialled preferred (ex. RPF, QKA, QPA).

Physical Demands and Work Environment

• While performing the duties of this job, the employee is regularly required to talk and hear.

• The employee is frequently required to sit; use hands to finger, handle, or feel; and reach with hands and arms.

• The employee must occasionally lift and/or move up to 10 pounds.

• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

• The work environment is usually an indoor setting with infrequent exposure to outside elements.

• The person in this position occasionally needs to move about inside a home office environment to access file cabinets, office machinery, etc.

• Constantly operates a computer and other office productivity machinery such as a printer.

We Offer Great Benefits!

• Choice between 4 medical plans

• Dental, Vision, Accident, and Life/AD&D Insurance

• HSA and FSA options

• 3 Weeks of Paid Time Off during first year

• 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 (Work in your own time zone)