Are you an experienced Retirement Plan Consultant looking for a new challenge? We are excited to welcome a dedicated professional to our team in League City, TX (SSH). In this role, you will provide expert plan administration to our fee-for-service clients, oversee team workloads, and train staff in delivering top-notch administrative services.
Key Responsibilities:
- Annual Valuation: Determine eligibility, reconcile salary-deferral contributions, calculate employer contributions/forfeitures, and perform nondiscrimination testing.
- Government Filings: Ensure accurate and timely completion of annual government filings.
- Client Communication: Liaise with agents and plan sponsors to explain plan provisions, testing results, website access, and contract fees.
- Software Proficiency: Maintain up-to-date knowledge of pension administration software and adhere to department procedures.
- Team Supervision: Oversee team workloads to ensure timely completion of tasks requested by plan sponsors.
- Staff Training: Train staff in all aspects of plan administration and regulatory compliance.
- Legislative Updates: Stay current on legislative and regulatory changes, and conduct review sessions to update staff.
- Research: Address legal and technical questions from staff, marketing, agents, and clients.
- Procedure Implementation: Develop and implement procedures in plan administration as needed.
Qualifications:
- Education: High school diploma required; Bachelor’s degree preferred.
- Experience: 8-10 years of experience with qualified retirement plans (defined benefit and defined contribution).
- Certifications: ASPPA designations (QKA, QPA, CPC, APA) are essential.
- Skills: Excellent verbal and written communication skills, strong mathematical background, and proficient computer skills.
- Attributes: Analytical, organized, self-motivated, and able to multitask in a team-oriented environment.
- Leadership: Ability to effectively lead, mentor, and coach team members.
Why Join Us?
- Professional Growth: Opportunities to lead and mentor a dynamic team.
- Collaborative Environment: Work in a supportive, team-oriented setting.
- Impactful Work: Play a crucial role in the administration of retirement plans.
If you are passionate about retirement plan consulting and ready to make a significant impact, we would love to hear from you!
American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan. Employees also receive annually a bank of paid time off and paid holidays. We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.
American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905. With focus on our organization’s values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.
Hiring Practices
The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with the job qualifications, we still encourage you to apply. You may be just the right candidate for this position or other opportunities at American National.
American National’s recruitment policies help us place individuals in a timely and efficient manner. Only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application(s) by logging into our Career Portal.
American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
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