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Senior Retirement Plan Document & Compliance Specialist

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Company Overview


PCS Retirement, LLC is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts.

To learn more, visit https://www.pcsretirement.com/

Job Summary


A rapidly growing Center City, Philadelphia 401(k) third party administration and recordkeeping firm has an immediate opening for an experienced Senior Retirement Plan Administrator to join a growing Administration Department. The firm is one of the 100 fastest growing companies in the Philadelphia Region and seeks a qualified candidate to assist with all aspects of qualified plan compliance and plan documents.  

Job Responsibilities


  • Plan design consulting, including responsibility for consultative plan design calls with plan sponsors and advisors as part of the implementation/installation process
  • Document preparation, including plan restatements and board resolutions 
  • Preparation of self-correction and voluntary correction program submissions to DOL & IRS
  • Representation of clients before IRS and DOL with regard to employee benefits matters
  • Updating plan specs in the recordkeeping system based on changes due to plan amendments
  • Posting plan document packages to web
  • Proactive follow up and coordination with all plan players regarding plan design and plan provisions
  • Process and service enhancements

Requirements

  • Experience drafting plan documents and participant communications
  • Ability to provide consultative feedback related to the establishment, design and ongoing administration
  • Relius Administration experience preferred
  • Strong attention to detail
  • Microsoft Office skills
  • Ability to meet deadlines
  • Excellent client service/communication skills
  • QKA preferred
  • Salesforce experience is a plus
  • FT William plan document experience is a plus

Remote Work Information


For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider.

Please ensure that you are able to meet these expectations before applying.

Compensation Information


The average salary for this position is expected to be between $60,000 and $105,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc.

For more information, please visit pcsretirement.com/careers

Additional Information


As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.

This job is no longer open

Life at PCS Retirement, LLC

PCS Retirement is one of the nation's largest independent and conflict-free retirement solution providers. PCS acquired Aspire in 2019 and together they provide recordkeeping services to 16,000 plans and 750,000 eligible participants representing more than $23 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors and a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, IRA including Payroll Deduction, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts, and health savings accounts. https://www.pcsretirement.com/
Thrive Here & What We Value• Cultivate an environment built on trust• Collaborative teamwork• Continuous improvement/innovation of project management practices and tools across the organization• Emphasis on diversity, inclusion, and mutual respect among team members• Diverse candidate pool• Commitment to making all employment decisions based on business need, merit, capability, and equality of opportunity• Providing reasonable accommodation to individuals with disabilities• Equal Opportunity Employer• Empowered Team Members• Focus on client needs</s>
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