- 401(k) Plan Administration background including 401(a)(4) testing with Profit Sharing
- 5+ years of supervisory experience
- Peer review experience
- ASPPA highly preferred. Non-credentialed candidates need to be exceptional.
- ASC & Pension Pro is preferred. Will train.
- Will have a book of 80 +/- clients. Company has an Impl/Conv, Loans & Dist, and Documents team to support this role and these teams will handle their own client communication needs.
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