This full-time position supports Prudent Street’s corporate retirement plan practice.
Job requirements include:
produce and analyze corporate retirement plan performance and demographic data
analyze and prepare exhibits for quarterly/semi-annual client investment committee meetings
attend and prepare the minutes of client investment committee meetings
support retirement plan sponsors relative to plan administration, corrections, and compliance testing
ensure client plan provisions and operations align with regulatory changes
assist plan participants with rollover, distribution, loan, and other plan-related questions
prepare and distribute federally-mandated retirement plan disclosures and notices
support/conduct onsite participant enrollment and education meetings
maintain relationships with retirement plan partners and know their products
assist with other Prudent Street projects outside the scope of retirement plans
To succeed in this role, you must:
be trustworthy, managing work and professional relationships with integrity
always put the client first
communicate difficult concepts in an understandable way
be an analytical problem solver
be detail-oriented, friendly, professional, flexible and motivated
have excellent organizational skills, successfully managing multiple tasks and deadlines
maintain a positive attitude and demeanor
be a student of the retirement plan business
work both independently and as part of a team
demonstrate intermediate proficiency with Microsoft Office software
continuously evaluate company procedures and operations for inefficiencies
be available to periodically work outside regular weekday business hours or on weekends
Benefits:
long-term disability insurance
life insurance
401k Profit Sharing Plan
To be considered for the position, you must:
hold a bachelor’s degree from an accredited university or equivalent work experience
Other Considerations:
knowledge of defined contribution plans a plus