Job Description

WHO WE ARE AND WHAT WE DO

Compass Retirement Consulting Group and Compass 360, LLC are third-party administrators (TPA) that provide client companies with retirement plan design, administration, actuarial services, and ongoing consulting services to ensure our clients’ plans are in compliance with DOL, ERISA, IRS, and other regulations. Our headquarters are in Stratham, NH, but our clients are nationwide in various industries and sizes. We are passionate about the use of technology and are always looking for more streamlined ways to perform tasks.

WHAT WE ARE LOOKING FOR

We are looking for individuals with 1-3 years of experience in customer service, retirement plan benefits administration (including loan and distribution processing), payroll processing, and retirement plan administration who are motivated and open to growth and learning opportunities and want to have fun while working hard in a collaborative environment in our Stratham, NH office. Attention to detail, problem-solving skills, and the ability to communicate effectively are key attributes we look for in all our employees.

WHAT YOU WILL DO

As a Retirement Plan Customer Service Representative, you will be expected to process transactions and provide feedback to ensure data is received, uploaded, downloaded, transmitted, and communicated effectively and accurately. As a third-party administrator, you will be expected to process distributions and loans accurately and timely. You will manage participant communications in the form of mailings and email blasts and answer participant questions. This position requires attention to detail, flexibility, and superb time management skills to work as part of a dynamic team that provides our clients with top-level service. This will require intermediate to advanced Excel skills, the ability to follow instructions, and manage several web-based platforms.

WHAT WE OFFER

A competitive benefits package with a generous employer contribution towards premiums for Medical, Dental, and LTD as well as group pricing on Vision, STD, Life and other insurance plans. We believe in family first here and encourage employees to take time to rest, play, and recharge so we offer ample PTO time and holiday schedule. We support and encourage employees’ goals to further their education and pay for courses and testing materials for both NIPA and ASPAA. Our retirement plan offers both pre-tax and Roth contributions and a 3% Safe Harbor employer contribution.

Job Types: Full-time, Part-time

Company Description

Who We Are and What We Do Compass Retirement Consulting Group and Compass 360, LLC are third-party administrators (TPA) that provide client companies with retirement plan design, administration, actuarial services, and ongoing consulting services to ensure our clients’ plans are in compliance with DOL, ERISA, IRS, and other regulations. Compass 360, LLC offers additional fiduciary-level service to our clients. Our headquarters are in Stratham, NH, but our clients are nationwide in various industries and sizes. We are passionate about the use of technology and are always looking for more streamlined ways to perform tasks.