Retirement Plan Specialist

  • Creative Financial Staffing
  • Barrington, IL 60010, USA
  • Nov 19, 2020
Full time Banking Finance

Job Description

Retirement Planning Specialist Great Benefits

About the Company and Opportunity:
Our client is a leading consulting firm specialize in serving medical and dental practices in the Chicago area. They are headquartered in the NW suburbs.
Due to an early retirement, they are hiring a Retirement Planning Specialist to report to the Partner of the firm.
They offer excellent benefits, including: 401K match, healthcare, and career advancement
Some of the employee reviews, include things like:
o I love the cutureaccepted by leadership, feel motivated and challenged
o Excellent leadership
o the team is full of laughter and good energy! Lots of incentives to work hard
o Very open door policy, outstanding training, lots of great people.

Overview of the Retirement Planning Specialist role:
Document review and preparation
5500 preparation for pension and profit sharing/401k plans
Perform compliance testing
Perform benefit calculation
Prepare benefit statement
1099-R and Form 945 preparation
Setup retirement plans and terminations

Preferred Qualifications for the Retirement Planning Specialist:
3+ years experience with retirement preparation
Bachelors Degree
Knowledge in Qualified 401k designation preferred
Experience with Datair Software is a plus
Great communication skills since there is client interface