Job Description

A leading life insurance and executive compensation firm in Phoenix, AZ, is seeking a Non-Qualified Retirement Plan Administrator to join their team. Operating at the Director level, this role involves executing and facilitating all client administrative functions, reviewing plan documents, preparing client statements, processing checks, and maintaining databases. This is a fully remote opportunity, and the ideal candidate will have extensive knowledge of life insurance and non-qualified plans, excellent communication skills, and able to work under pressure.


Non-Qualified Retirement Plan Administrator Requirements:

• 5+ years of experience in non-qualified executive benefit planning
• Extensive knowledge of life insurance and non-qualified plans for both design and administration
• Proficiency in Microsoft Word and Excel at the intermediate level
• Strong organizational skills and ability to handle multiple tasks simultaneously
• Excellent written and verbal communication skills
• Self-motivated and able to work with limited supervision yet able to collaborate well with others
• Ability to work well under pressure and meet deadlines
• Local to the Phoenix area and willing to come in office periodically highly preferred

Non-Qualified Retirement Plan Administrator Responsibilities:

• Enroll new participants into plans and input plans and into them the web-based platform
• Record all incoming and outgoing transactions in the system
• Maintain accurate records for non-qualified plan administration clients
• Organize and keep all plan documents and enrollment forms up to date
• Prepare quarterly and annual reports for employers and plan participants
• Process investment allocation requests as directed by Registered Representatives
• Run and request enforce ledgers for life insurance policies
• Obtain account and surrender values for the platform
• Provide annual statements and prepare annual plan reviews
• Communicate with clients to assist with policy changes, such as ownership or beneficiary updates, address changes, and policy withdrawals, loans, or surrenders
• Liaise with insurance carriers to gather information about client policies
• Process allocation change requests at both employer and employee levels
• Follow up with clients regarding bills and other inquiries
• Handle FICA and Economic Benefit Reporting
• Distribute deferral election forms

Non-Qualified Retirement Plan Administrator Benefits:

• 75% employer-paid medical insurance for employee and dependents, eligible after 30 days
• Employer contribution for dental insurance, eligible after 30 days
• 100% employer-paid long-term disability, life insurance, and accidental death and dismemberment, eligible after 30 days
• Flexible Spending Account (FSA), vision coverage, and Long-Term Care coverage
• 401(k) plan with 50% employer match on the first 6% of compensation, eligible after 90 days
• 2 weeks PTO, 10 sick days per year
• 12 paid holidays per year, including one floating holiday for birthdays
• Garage parking space provided
• Relocation assistance options

Apply now and consider becoming a vital part of this supportive and dynamic organization! Boutique Recruiting

Job Tags

Holiday work, Local area, Remote job, Relocation package, Flexible hours,

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