Shepherd Financial, LLC
We believe in making a difference in employees' lives by helping them on a path for a successful retirement.
Fiduciary Guidance • Investment Selection and Monitoring • Partipant Education • Retirement Readiness Analysis • Individual Wealth Management
11 - 50 employees
Director - Retirement Plan Compliance
March 11
Shepherd Financial, LLC
We believe in making a difference in employees' lives by helping them on a path for a successful retirement.
Fiduciary Guidance • Investment Selection and Monitoring • Partipant Education • Retirement Readiness Analysis • Individual Wealth Management
11 - 50 employees
📋 Description
• Responsible for oversight of ERISA- and compliance-related issues within retirement plan book of business • Identify and resolve compliance issues related to plan operations • Promote client retention and identify opportunities to strengthen client relationships • Provide consultation regarding plan mergers and acquisitions • Maintain comprehensive and accurate records, documents, and reports • Provide training and guidance to internal teams and clients on compliance requirements
🎯 Requirements
• An undergraduate degree and relevant industry designations • A proficiency in Microsoft Word, Excel, and PowerPoint • Compliance with Shepherd Financial’s internal policies, including the Work-From-Home Policy and Continuing Education Repayment Program • Begin each business day no later than 8:30 am • Weekly attendance at the retirement plan team meeting on Mondays at 8:00 am EST • Return or acknowledge emails and phone calls from plan sponsors and participants within 24 hours • Document all client interactions in Redtail within 24 hours • Enter all follow-up items in the appropriate Redtail workflow within 72 hours of the client meeting, as applicable • Complete all follow-up items within two weeks of the client meeting, as applicable
🏖️ Benefits
• Discretionary year-end performance bonus • Paid time off (Holidays, PTO, Volunteer days) • 401(k) match • Medical, term life, and disability insurance • Additional benefit options: dental, vision, voluntary life, critical illness and accident, LifeLock • Financial support for professional accreditation/license fees and continuing education
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