We have an exciting opportunity to join our team as a Plan Administration Assistant at WEA Member Benefits! 

At WEA Member Benefits, we are dedicated to serving our members with highly rated retirement savings, financial planning, and personal insurance programs for public school employees. Our employees have a passion for our mission and vision and strive to deliver “A+ Performance” in everything we do. WEA Member Benefits was created by Wisconsin educators for Wisconsin educators over 50 years ago. Our culture, work environment, and team have made our organization a 6-time “Best Places To Work” winner (Madison Magazine) and 3-time Top Workplaces winner (Wisconsin State Journal). We focus heavily on taking care of our employees with competitive pay, generous health/dental/vision insurance coverage, paid time off, and an industry-leading 401(k) retirement savings plan.

The Plan Administration Assistant is responsible for assisting in the development and implementation of the WEA Member Benefits (Member Benefits) plan administration services to participating employers in eligible school districts through the delivery of accurate, complete program information to employers and internal staff, education of eligible participants, and other plan administration services.

ACCOUNTABILITIES

70%—TO COORDINATE AND ASSIST IN THE DELIVERY OF PLAN ADMINISTRATION SERVICES FOR RIS PROGRAMS TO PARTICIPATING SCHOOL DISTRICTS. 

• Collaborate with the RIS Manager, Plan Administration Specialist, and Worksite Benefit Consultants to deliver 403(b) plan administration services such as plan reviews, plan document conversions, restatements, or amendments; automatic enrollment programs; matching/vesting programs; common remitter services; and other programs to participating school districts.
• Coordinate with participating school districts, internal and field staff, and recordkeeping vendor(s) to market, implement, and deliver new 403(b) program features such as plan document services, automatic enrollment/automatic contribution escalation features, matching/vesting programs, common remitter services, and other programs/features.
• Collaborate with the RIS Manager and Plan Administration Specialist to develop internal and external procedures to rollout and maintain 403(b) plan program features, such as plan document services, automatic enrollment/automatic contribution escalation features, matching/vesting programs, common remitter services, and other programs/features.
• Train internal staff on plan administration
• Train plan sponsors on plan administration

25%—TO PROVIDE ONGOING EXTERNAL AND INTERNAL SUPPORT ABOUT SCHOOL DISTRICTS’ EMPLOYER-SPONSORED 403(B) PLANS, MEMBER BENEFITS’ TSA AND IRA PROGRAMS, AND CHANGES IN PLAN ADMINISTRATION REGULATORY ISSUES. 

• Receive and respond to general inquiries about the school districts 403(b) employer-sponsored 403(b) plans, Member Benefits’ TSA and IRA programs and services, and communicate changes in plan administration and/or regulatory issues. Coordinate plan administration services, including training of district staff and internal staff if needed, serve as the point of contact for third-party administrators and SPARK files, and coordinate all processes for common remitter and loan administration set The incumbent will consult with participants and employers over the phone and will serve as a backup for RIS program specialists, as well as provide support for conventions, conferences, and seminars.
• Analyze internal processes and procedures and develop creative solutions to problems consistent with Member Benefits’ mission and goals, practice and intent, and regulatory
• Chair and facilitate meetings where appropriate and distribute minutes to all project team

5%—TO PARTICIPATE IN ASSIGNED ORGANIZATIONAL AND PROGRAM DEVELOPMENT PROJECTS intended to evaluate and/or improve the plan administration opportunities offered to RIS program employers and eligible participants and other duties as assigned.

REQUIRED EXPERIENCE AND KNOWLEDGE

To be considered for appointment to this position, the applicant must demonstrate the following:

• High school competencies or
• Commitment to customer service and other Member Benefits
• Experience working with employer-sponsored retirement
• Excellent written communication skills, including the ability to compose clear, concise, and persuasive correspondence and narrative reports that communicate messages consistent with the Member Benefits’ policies using appropriate tone, grammar, and word usage.
• Excellent verbal communication skills, including the ability to communicate effectively and persuasively with individuals and groups, to listen and skillfully ask questions, and to explain difficult and technical retirement and investment issues.
• Ability to identify problems, research and analyze issues from different perspectives, organize information, reach sound conclusions, and make appropriate decisions.
• Ability to be composed and adaptive in a dynamic, fast-paced, customer-focused work environment characterized by rapid change, minimal lead times, and multiple competing
• Results-driven.
• Flexibility to work the number of hours needed to accomplish regular and ad hoc job
• Ability to work independently and to establish, monitor, and achieve goals with minimal
• Ability to develop and maintain effective, collaborative relationships with customers, stakeholders, and staff at all levels of the organization.
• Ability to quickly, effectively, and continually adapt to changes in work duties, processes, and technologies.
• Ability to use the online recordkeeping system and personal computer software as necessary to perform job duties.
• Ability to work as a constructive leader or member of a team, including ability to
• Ability to establish project goals and lead others and/or coordinate resources to achieve
• Ability to be a self-starter and work with limited
• Excellent performance in present and prior

PREFERRED QUALIFICATIONS

The following qualifications are preferred for appointment to this position:

• Knowledge in one or more of the following: IRC Section 403(b) and 408(a) and the pertinent regulations; employer retirement plan compliance; the Wisconsin Retirement System; Social Security; or retirement planning concepts and techniques.
• Experience utilizing either financial software programs or online recordkeeping systems Newport Group systems, AWD, Smart Desk, customer relationship management, and retirement planning software.
• Knowledge of and ability to use Microsoft Word and
• Designation in Retirement Plan Compliance or acquire one year after
• Three to five years’ experience working in a financial industry plan administration
• Bilingual (Hmong, Spanish).

WEA Member Benefits is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information, or any other protected class under local, state or federal law.

WEA Member Benefits is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request an accommodation within the application process, contact us at apply@weabenefits.com.  Please submit your cover letter and resume for consideration.

TO APPLY

Application Requirements: All applicants must submit a resume and cover letter that includes references for every active professional license. Applications that do not meet this requirement will be deemed incomplete.

To apply for this position, please fill out the online application.

Questions? Send us an email.