Specializes in qualified retirement plan administration and consulting. We provide our clients with valuable advice and plan administration assistance. Our consultants work primarily on employee stock ownership plans (ESOP), but we also provide services for 401k plans. The Benefit Plan Services group is searching for a smart, driven, hard-working, and outgoing professional to perform ERISA compliance/recordkeeping services for ESOPs. This position offers a career path for those individuals seeking challenges and growth in their development.


  • Bachelor’s degree required preferably with a concentration in Accounting, Finance, Math or Economics
  • Proficiency in MS Excel
  • 2+ years of experience
  • Strong communication, writing and organizational skills