JOB SUMMARY

The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for FinDec’s clients. This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of FinDec’s clients driving client experience.

DUTIES & ESSENTIAL JOB FUNCTIONS

• Managing the RPA workstream and ensuring all compliance testing work is completed timely with the Relationship Manager Team to include Defined Contribution (DC) plans for both daily valuation and balance forward platforms
• Communicate status, risk areas, changes and milestones of team workstreams to senior business leaders
• Annually reviewing and revising processes to ensure scalability and efficiency’s
• Working closely with the development team to enhance our client experience
• Staying abreast of industry trends and ensuring our product evolves with any new changes
• Manage cross-functional projects, taking complete ownership from cradle to grave: business case, scope, cost, schedule, action cycles, risks, issues, decisions, interdependencies and milestones.
• Consult on projects for function leaders to help devise solutions for their toughest problems
• Managing the outsourcing relationship with our offseas team

QUALIFICATIONS

• Bachelor's Degree from an accredited college or university, finance, and business-related fields preferred
• Client first attitude with utmost honesty and integrity
• Broad knowledge of company sponsored benefit plans and
• Able to lead review meetings with clients and prospects
• Detail-oriented, accurate, organized, able to set priorities
• Strong written and verbal communication skills
• Self-starter takes initiative
• Team player, collaborative, ready to work with and through others
• Ability and desire to work in a dynamic and fast-paced environment
• Proficiency with Word, Excel, PowerPoint, and Outlook

REQUIRED

• Five plus years in retirement plan administration
• Three plus years of retirement plan management experience
• ASPPA credentials which may include Qualified 401(k) Administrator (QKA) and Qualified Pension Administrator (QPA)
• Able to learn/work with DGEM’s, ASC, Schwab Retirement Technology (SRT) and Salesforce Platforms

PHYSICAL REQUIREMENTS/WORK ENVIRONMENT

Work is primarily sedentary in nature, no special demands are required. The corporation has multiple regional offices which may require travel to the locations.