Retirement Planning Manager - Dynamic Team

Join Our Team: Retirement Plan Department Manager

About Us:
We are a premier consulting, tax, and accounting firm deeply rooted in the Chicagoland area, dedicated to providing unparalleled services to medical and dental practices. Our commitment to excellence extends to our own team, fostering a small, family-like atmosphere where long-term relationships and flexible working hours are the cornerstones of our work culture. With a robust foundation built by our four Partners and a dedicated team, we stand as a beacon of expertise and support for our clients.

We're Looking for:
A seasoned Retirement Plan Department Manager ready to lead, innovate, and grow with us. This pivotal role not only requires technical prowess in retirement planning but also the leadership to manage and inspire our internal team of specialists. Our ideal candidate thrives in a hands-on environment, acting as the go-to expert for retirement plan sponsors, their employees, and our internal accounting staff. Your expertise will guide our clients, typically with under 100 participants, through the complexities of plan design, implementation, and optimization, ensuring compliance and satisfaction at every turn.

Why Us?

• Small Family Atmosphere: Thrive in a close-knit team where every member’s contribution is valued.
• Stability and Growth: Benefit from the expertise and dedication of our long-term staff and Partners.
• Work-Life Harmony: Enjoy flexible hours that accommodate your lifestyle.

Benefits:

• 401(k) with 3% match
• Flexible spending account
• Health insurance (100% paid for by employee)
• Life insurance
• Generous paid time off
• Opportunities for professional development
• Comprehensive retirement plan

Your Role: As the Retirement Plan Department Manager, your responsibilities will span across plan design and implementation, administrative and compliance functions, communication and relationship management, plan optimization, and internal team management. With your leadership, our team will navigate the intricacies of retirement planning, ensuring excellence and compliance in every facet.

Requirements:

• 4+ years of experience managing a caseload of small to mid-size DC plans.
• Deep technical knowledge in compliance testing, year-end reporting, and plan design.
• Proficiency in Datair (or similar systems) preferred.
• Exceptional verbal and written communication skills.
• Strong organizational, analytical, and mathematical skills.
• Qualified 401(k) Administrator (QKA) certification is a plus.

Schedule:
Full-time, 8-hour days, Monday to Friday.

Supplemental Pay:
Includes bonus and commission pay.

Experience Required:

• 4 years (Required) in managing small/mid-sized Defined Contribution Plans.

Join Us:
Step into a role where your expertise not only propels our firm forward but also makes a tangible difference in the lives of our clients and their employees. Apply now to become the cornerstone of our retirement plan department and a valued leader within our team.

Annual Cash Compensation: $ 125,000 - $ 160,000 Base Salary + Bonus + Variable Compensation