Benefit Plan Services - Retirement Plans Manager

Crowe Horwath   •  

Oak Brook, IL

Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 165 days ago

This job is no longer available.

We are currently seeking a Senior ESOP Administrator/Consultant to join our Benefit Plan Services Consulting Team.  The ideal candidate will be experienced in the management of ERISA compliance/record-keeping services for employee stock ownership plans (ESOP), 401(k) retirement plans, and profit sharing plans, with an emphasis on ESOPs. This position offers a career path for ambitious, driven individuals seeking challenges and growth in their development.


Responsibilities include

As a Senior Benefits Administrator, you will be part of a 5500 team responsible for the preparation and review of  these government filings. In this role, you will act as a reviewer for all types of 5500 and 8955 filings; consult with clients and others across the firm on 5500 issues, requirements, and deadlines; and co-lead business development including sales and improvement and implementation of new technology solutions.   As a secondary focus you will prepare or review allocation and compliance reports for Employee Stock Ownership Plans and other defined contribution retirement plans. . Analysis of the impact of legislation on client retirement plans, managing staff and handling reviewing and training are an important part of this role.


  • Bachelor's degree along with 6+ years of experience in Form 5500  administration is required.
  • ESOP experience is preferred, but we are willing to train the right person.
  • Candidates must have strong analytical skills, a proven customer-service focus, and excellent verbal and written communication skills.
  • Assist with training, developing and coaching entry-level staff
  • Advanced Microsoft computer skills
  • FT Williams 5500 software experience preferred
  • Strong communication and writing skills
  • Strong Analytical, problems solving skills and project management skills
  • Proven ability to multi task, complete projects on time and on budget, and be able to adapt to changing priorities
  • Ability to excel in a fast-paced environment, manage multiple priorities and adhere to strict deadlines
  • Opportunity to work from home a few days per week.