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Form of workRetirement Plan Administrator This position may be available in any KerberRose office location.
Serve external clients in meeting their retirement plan needs through a shared culture of excellence and mutual accountability. Join a generationally diverse group of Wealth Management professionals to serve clients with the highest degree of ethics and professionalism. Our Wealth Management team will support your professional development with a variety of talent development and mentorship opportunities and a comfortable work environment alongside knowledgeable team members. We are driven by the ideas and dedication of our talented professionals and are always looking to attract those with the desire to make an impact and have a rewarding career.
As a Retirement Plan Administrator, you will work directly with plan sponsors, employers and plan participants assisting with retirement plan implementation, monitoring and client service.
Responsibilities:
Qualifications:
Culture and Core Values:
KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:
Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.
Benefits:
Serve external clients in meeting their retirement plan needs through a shared culture of excellence and mutual accountability. Join a generationally diverse group of Wealth Management professionals to serve clients with the highest degree of ethics and professionalism. Our Wealth Management team will support your professional development with a variety of talent development and mentorship opportunities and a comfortable work environment alongside knowledgeable team members. We are driven by the ideas and dedication of our talented professionals and are always looking to attract those with the desire to make an impact and have a rewarding career.
As a Retirement Plan Administrator, you will work directly with plan sponsors, employers and plan participants assisting with retirement plan implementation, monitoring and client service.
Responsibilities:
- Complete Retirement Plan Implementation.
- Provide Compliance support for Compliance Testing, Plan Valuation, and Form 5500 completion.
- Assist with Annual Questionnaires and Census Requests.
- Track receipt of information needed to perform Compliance Testing and Plan Valuation.
- Prepare Quarterly Investment Reviews.
- Complete Requests for Proposals.
- Monitor and ensure Service Plan.
- Understand 401k and other retirement plans.
- Support retirement plan sponsors and related participants relative to questions and administrative issues.
- Provide plan participant assistance with rollover, distribution, loan, and other plan-related questions.
- Assist with other prospect/client projects for both corporate and/or individual clients.
- Support Retirement Plan team, as needed.
Qualifications:
- Bachelor's degree preferred, not required
- Prior insurance and/or financial experience preferred, not required
- Proficiency in Microsoft Excel, Word, and Adobe PDF
- CRM Database experience preferred, not required
- Preference given to Series 65 and/or Series 66 licensed individuals
Culture and Core Values:
KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:
- Honesty
- Integrity
- Respect
- Balanced Life
- Community Oriented
Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.
Benefits:
- Mentorship and Talent Development Program Opportunities
- Continuing Professional Education
- Financial incentive and exam fees reimbursed for passing the CFP, CPWA, AIF, CRPS, and/or CFE Exam
- Responsible Paid Time Off and Holidays
- Employer Matching 401(K) & Profit Sharing Plan
- Health, Dental, Vision, and Life Insurance
- Flex Spending Account/Section 125 Plan
- Health Savings Account
- Short-Term and Long-Term Disability
- Wellness Reimbursement and Programs
- Student Loan Repayment Program
- Quarterly Bonus Plan
