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Retirement Plan Consultant

July Business Services

July Business Services

United States
Posted on Thursday, June 6, 2024

Job Details

Full Time


Retirement Plan Consultant


July Business Services (JULY) is seeking an individual for Retirement Plan Consultant. In this role, you will enjoy the unique challenge of putting your retirement plan knowledge and client service skills to work alongside a team of other retirement plan professionals. The ideal candidate for this position is a person that has experience completing administration tasks for 401(k) plans, including, compliance testing, trust accounting, eligibility and contribution calculations, Form 5500s with audits, research related to compliance matters, consultations regarding ERISA items and answering questions for team members completing these tasks.

The Gig…

  • Provide support to internal and external clients on complex topics related to retirement plans
  • Responsible for quality control and review for up to 200 small and mid-sized plans
  • Responsible for preparation of year-end compliance projects for up to 50 small and mid-sized plans
  • Responsible for answering questions and reviewing escalated or complex distributions
  • Assisting and completing complex projects and calculations such as missed deferral opportunities and plan audits
  • Assisting team members with research and consultation on plan administration projects
  • Interacting with Client Service Managers and Plan Sponsors on complex plan issues as the subject matter expert
  • Interacting with Plan Administrators to obtain answers on projects and help prioritize project completion
  • Collaborate with team members to improve departmental processes
  • Help meet individual, departmental, and company key performance indicators (KPIs)

Our Needs…

  • 3+ Years Retirement Plan Experience with a thorough understanding of retirement plan compliance
  • Understanding of daily recordkeeping processes
  • QKA or equivalent credential
  • Professional and concise verbal, non-verbal, and written communication skills
  • Strong attention to detail and sense of urgency
  • Builder of collaborative rapport
  • Exceptionally organized individual who juggles multiple projects with minimal oversight
  • Self-starting, resourceful, solution seeker who works well independently
  • Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness
  • Team player with willingness to do no matter how small or large the task
  • Positive attitude

Our Wants…

  • Bachelor’s Degree
  • Relius experience preferred
  • Desire to deliver the best internal and external client service possible

Our Values…

  • Build a winning culture
  • Pursue excellence
  • Deliver WOW service
  • Foster strong relationships
  • Have a servant’s heart
  • Drive innovation

We know that if we live our values, we will serve our mission of transforming small business retirement plans through innovation, expertise, and service and achieve our vision of enriching lives by shaping the future of retirement.

Our Benefits…

  • 401(k) Plan with fully vested 5% employer match
  • Company pays 100% of employee health insurance
  • Four weeks of Paid Time Off
  • Ability to work remotely

About JULY…

JULY is a growing financial technology retirement plan services company that partners with institutions and financial advisors to design and implement successful retirement plan strategies. We combine innovation and technology with hands on service to make retirement plans easy for our clients including 7,000+ small and mid-sized employers, representing 150,000+ plan participants.

In addition to our Waco, TX headquarters, we support a thriving virtual workforce. Our unmatched, value driven environment promotes talent development and career growth with competitive salaries and generous benefits, resulting in a people centric employee experience. Together, we will shape the future of retirement for JULY’s team, clients, partners, and plan participants.