Retirement Plan Consultant

The Title: Retirement Plan Consultant

The Description: The Finway Group is a Third-Party Administration (TPA) firm specializing in 401(k) plan administration, compliance, and consulting for retirement plans. Due to significant company growth, we seek a team member with experience and knowledge in the 401(k) industry with a drive to leave corporate America and be a part of our family atmosphere.

The Experience: Are you familiar with ft William software, compliance, and plan administration, and have refined customer service skills in the retirement industry? The Finway Group may be a perfect fit for you!

The Why:

· 100% of premiums covered for employee health, dental, life, short-term disability, and $1,200 HSA contribution per year

· 3% company contribution to 401(k) and Cash Balance plan

· 15 days PTO with increasing amount with tenure, six paid holidays, plus two floating holidays

· Work/life balance strongly encouraged

· Business casual dress code while in office, jeans permitted

· Remote location can be offered if not in the Des Moines area

We take great pride in our family-valued culture. We value hard work, determination, and ensuring that we are the first and best at what we do. If you are ready to invest time today for your future tomorrow then, The Finway Group is waiting for you!

The Responsibilities:

· Perform annual testing of ADP/ACP, coverage, top heavy, etc

· Prepare and analyze data for use in annual valuations and plan administration

· Preparation and filing of Form 5500 including trust accounting and reconciliation

· Ensure compliance with DOL and IRS requirements

· Plan design consulting

The Qualifications:

· Minimum 3 years’ experience in administration of defined contribution plans

· Experience with ft william software in both compliance and 5500 modules required

· Experience with PensionPro preferred

· Exceptional customer service skills, both verbal and written

· Proficient in all Microsoft Office applications such as: Word and Excel

· Strong attention to detail, file compliance, and accuracy

Job Types: Full-time, Permanent

Pay: $65,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off

Application Question(s):

• Do you have experience with retirement plan administration, compliance, and nondiscrimination testing?
• On a scale of 1-10, with 10 being a subject matter expert, how would you rate your knowledge of retirement plan compliance?

Work Location: Remote