Director - Plan Administration Retirement Plan Services Group CliftonLarsonAllen has created THE career building firm, and a culture of impact and making a difference. Your health, happiness, well-being and career growth are very important to CLA. At CLA, our managers are known for their ability to develop top talent, and our low staff-to-principal ratio allows us to provide you with the most opportunity for career growth. We create an environment where continuous learning is key and opportunities for progression are available to our top performers. Do you want to take your career in qualified plan administration to a new level? If so, we may have the perfect opportunity for you. A nationally recognized professional services firm has an increasing need for an experienced staff member in its fast-growing Retirement Plan Services Group located in Oak Brook, IL. In this position you will: Be responsible for the team's efficient, accurate and timely completion of compliance testing, documents, and valuations Lead a team of employee benefits professionals, and you will interact with clients and internal partners Have a willingness and ability to expand one's knowledge of all aspects of qualified retirement plans by conducting research to resolve complex matters This position reports to the Director-TPA Operations
Education/Experience: Bachelor's degree in Business Administration, Accounting or Finance or related field, or equivalent work experience/certifications 8+ years of experience in providing year-end compliance services and preparation and review of valuations and Forms 5500 Proven success managing a team and knowledge of new comparability are required Ability to effectively and efficiently serve clients regarding plan design and operational issues Extensive knowledge of ERISA and the Department of Labor laws are require Ideally experience with FT William administration software QPA, QKA, ERPA and/or CPA certification are desired
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized kn...owledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.