BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
1062-1

Job Type:
Permanent

Title:
Retirement Plan Consultant (1062-1)

Location:
Chicago, IL or Dayton, OH

Description:
COMPENSATION: Competitive compensation / benefits package / can accommodate
flexible working hours

SUMMARY: Consulting firm servicing organizations that sponsor retirement plans
seeks a Retirement Plan Consultant with a good understanding of qualified
retirement plan testing, alternative plan designs, and the ability to interact
well with clients, both internal/external. Experience in the 401(k) and profit
sharing (?cross-tested?) arena is preferred.

RESPONSIBILITIES:
Plan design, implementation and set up
Compliance testing
Calculation of employer contributions
Government reporting (5500, 5310, 5330)
Trust accounting and reconciliation
Balance forward recordkeeping
Benefit calculations
Plan documentation review

REQUIREMENTS:
Bachelor's degree
ASPPA and/or CEBS credentials preferred
Minimum of 3 years? experience in the administration of Qualified Plans
including DC and 401(k) (Daily Valuation and/or Balance Forward)
Strong written and oral communication
Strong time management and organization
Relius Administration/Recordkeeping Knowledge
Detail-oriented
Technologically savvy


Category:
Miscellaneous

Contact:
jordan@bcius.com