Job Description

LOCATION: Remote U.S. locations or hybrid (8 days a month in the office if you are within 50 miles of a Wolters Kluwer office) Overview The job is to assist managed services customers in a back-office capacity with retirement plan administration duties using the ftwilliam.com software as well as help out other teams as needed. Responsibilities ftwilliam.com provides administrative, document and compliance software for retirement plan service providers. This specialist supports with managed services by performing retirement plan administration using the ftwilliam.com software. This position requires that the individual: Assist with retirement plan administration for managed services customers Run eligibility calculations, required testing included but not limited to 402g, 415, ADP/ACP, and run new comp allocations as requested for plans with at both a daily RK and pooled/SDBAs Work closely with management and sales during the initial sale, to help with questions on managed services Assist with other duties as time permits Qualifications Education: Two-year degree or comparable Industry experience Experience with ftwilliam.com preferred At least 3 years experience preferred Must have retirement plan administration experience Other Knowledge, Skills & Abilities Excellent customer service skills, including superior written and verbal communication skills Analytical and problem-solving skills Ability to manage multiple concurrent projects TRAVEL: Less than 5% travel required to our various office locations. Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process. Compensation: Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $91,600 - $126,800 Additional Information : Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance, Sales, and General Business Industries Information Services Referrals increase your chances of interviewing at Wolters Kluwer by 2x Get notified about new Retirement Plan Consultant jobs in United States . United States $60,000.00-$80,000.00 2 weeks ago Senior Retirement Plan Consultant - Defined Contribution United States $48,500.00-$95,000.00 1 week ago Illinois, United States $90,000.00-$110,000.00 2 weeks ago United States $40,000.00-$80,000.00 3 days ago Phoenix, AZ $40,000.00-$80,000.00 3 days ago Senior Retirement Plan Consultant - Shepherd Plan Partners Retirement Consolidation Specialist - Education Rep United States $10,000.00-$55,000.00 3 days ago Las Vegas, NV $40,000.00-$80,000.00 3 days ago Houston, TX $75,000.00-$90,000.00 8 months ago United States $20.00-$24.00 42 minutes ago Dallas, TX $115,000.00-$130,000.00 6 days ago Dresher, PA $40,000.00-$80,000.00 3 days ago Calverton, MD $50,000.00-$250,000.00 2 days ago 2nd VP, Customer Service - Retirement Plans Regional Vice President - Corporate Retirement Plans New York City Metropolitan Area 3 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Wolters Kluwer

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