- 15720 Brixham Hill Avenue, Suite 300
- 704.360.8055
- info@maxusplans.com
Job Postings
Please read carefully through each job posting below. When you’re ready to apply, click the APPLY NOW button and fill out the form.
Job Title: Actuarial Consultant
Reports To: Director of Actuarial Services
Classification: Full Time – Exempt., Working Remotely
At Maxus Plan Solutions, our vision is to be an advocate for plan compliance, an educator of plan sponsors and participants, and a partner to financial professionals and institutional providers, all designed to drive successful plan outcomes. Our mission is to help businesses maximize their corporate retirement plan through creative plan design, consistent plan monitoring, and compelling client service.
With headquarters in Charlotte, NC we provide services to companies in the Carolinas and across the country. The expertise and dedication of our team has helped Maxus earn a reputation as a trusted third party administrator.
Purpose of Position
The Actuarial Consultant (AC) will be responsible for the day-to-day management of an assigned caseload of client accounts, and preparation of actuarial work for those clients. The AC will have experience with client-facing management of Plan Sponsor and financial advisor relationships, will be knowledgeable of plan administration, ERISA, combined plan testing, and significant experience in Defined Benefit administration.
Responsibilities
- Single point of contact and ownership for assigned clients and financial advisors
- Creation of Plan Document, plan amendments and related items
- Ensure compliance with DOL and IRS requirements
- Preparation of Annual Items: Form 5500 series, PBGC Premium Filing and annual notices
- Performing required testing regarding but not limited to Top Heavy, 401(a)(26), 410(b) and 401(a)(4) for assigned clients
- Preparation of annual Actuarial Valuation
- Represent the company on client calls and in client meetings, as needed
- Guide assigned clients through the implementation of the retirement plans, working in conjunction with a Defined Contribution Client Service Manager
- Manage retirement plan terminations and preparation of related plan termination materials
Competencies Required
- Retirement administration and plan design experience in a professional environment
- Experience with FT William software preferred
- Strong competency with Microsoft Excel
- Demonstrated excellence in written and verbal communication
- Must be detailed and possess strong organizational skills
- Time management focused adhering to deadlines and timelines
- Ability to work independently and as part of a team in a fast-paced environment
- A demonstrated track-record of consistently meeting and/or exceeding performance expectations
- Ability to perform combined plan testing, utilizing cross-testing and New Comparability
- Stellar interpersonal skills and ability to coordinate with teammates in a fast-paced environment
Education and Qualifications
- Bachelor’s degree in related field
- 5 years of Defined Benefit experience, Cash Balance experience preferred
- ASPPA QPA designation, or willingness to obtain such designation within an agreed to timeframe
- Has managed a significant book of Defined Benefit business
Benefits and Compensation
- Competitive compensation package
- Learning and development stipends
- Flexible PTO policy
- Time off for volunteering
- Emphasis on internal promotions
- Regular performance reviews
- Telecommuting
How to Apply
Please submit your resume to careers@maxusplans.com and submit your application by clicking the APPLY NOW button above.
Job Title: Client Service Manager
Reports To: Director of DC Administration
Classification: Full Time – Exempt., Working Remotely
At Maxus Plan Solutions, our vision is to be an advocate for plan compliance, an educator of plan sponsors and participants, and a partner to financial professionals and institutional providers, all designed to drive successful plan outcomes. Our mission is to help businesses maximize their corporate retirement plan through creative plan design, consistent plan monitoring, and compelling client service.
With headquarters in Charlotte, NC we provide services to companies in the Carolinas and across the country. The expertise and dedication of our team has helped Maxus earn a reputation as a trusted third party administrator.
Purpose of Position
The Client Service Manager will be responsible for the day-to-day management of an assigned caseload of client accounts. The CSM will have experience with client-facing management of Plan Sponsor and financial advisor relationships and will be knowledgeable of plan administration and ERISA.
Primary Duties and Responsibilities
- Single point of contact and ownership for assigned clients and financial advisors
- Ability to accurately interpret and apply plan document provisions
- Ensure compliance with DOL and IRS requirements
- Preparation and filing of Form 5500 and related schedules, forms, as needed
- Review of Compliance Team work for assigned clients
- Represent the company on client calls and in client meetings, as needed
- Have a working knowledge of custodian websites and processes
- Support the retirement plan implementation, conversion, de-conversion Teams
- Collection and review of annual census data and employer questionnaire
Competencies Required
- Retirement administration and plan design experience in a professional environment
- Experience with FT William software preferred
- Proficiency with Microsoft Office applications
- Knowledge of Pension Pro workflow management system preferred
- Demonstrated excellence in written and verbal communication
- Must be detailed and possess strong organizational skills
- Time management focused adhering to deadlines and timelines
- Ability to work independently and as part of a team in a fast-paced environment
- A demonstrated track-record of consistently meeting and/or exceeding performance expectations
- Understand Form 5500 long form and requirements for audit support
- Understand requirements for QDRO support
- Stellar interpersonal skills and ability to coordinate with teammates in a fast-paced environment
Education and Qualifications
- College degree preferred
- Minimum 4 years of experience in retirement plan industry
- Broad knowledge of the retirement plan industry, willingness to obtain one or more ASPPA designations
Benefits and Compensation
- Competitive compensation package
- Telecommuting
- Emphasis on internal promotions
- Regular performance reviews
- Learning and development opportunities with paid study hours and bonus schedule
- Maxus pays for ASPPA dues upon the applicable cycle ending
- 401(k) plan after 90 days of employment, with a Discretionary Match
How to Apply
Please submit your resume to careers@maxusplans.com and submit your application by clicking the APPLY NOW button above.
Job Title: Combo Plan Administrator
Reports To: Directors of Administration
Classification: Full Time – Exempt., Working Remotely
At Maxus Plan Solutions, our vision is to be an advocate for plan compliance, an educator of plan sponsors and participants, and a partner to financial professionals and institutional providers, all designed to drive successful plan outcomes. Our mission is to help businesses maximize their corporate retirement plan through creative plan design, consistent plan monitoring, and compelling client service.
With headquarters in Charlotte, NC we provide services to companies in the Carolinas and across the country. The expertise and dedication of our team has helped Maxus earn a reputation as a trusted third party administrator.
Purpose of Position
For many clients, Maxus provides both administration and actuarial services to employers sponsoring more than 1 retirement Plan. Most often, these clients have both a Defined Contribution and Defined Benefit Plan (“combo client”). The Combo Plan Administrator is a Client Service Manager (CSM) responsible specifically for the Defined Contribution Plans within an assigned caseload of Combo Plan client accounts. The CSM will partner with an Actuarial Consultant on the relationship. The Actuarial Consultant will be responsible for all items pertaining to the Defined Benefit Plan and combined plan testing. The CSM will be responsible for all other items related to the Defined Contribution Plan.
Responsibilities
- Management of Defined Contribution Plan component of Combo Plan relationships and coordination with Actuarial Consultants to ensure seamless communication and deliverables to clients and advisors
- Recordkeeper navigation and reporting downloads as well as assisting clients in conversing with recordkeepers and navigating their process to achieve desired outcome
- Defined Contribution corrections including 402(g) limit violations, 415 limit violations, late 401(k) deferrals, late employer contributions, failed ADP/ACP test, ineligible contributions, safe harbor true-up contributions, source deposit errors, earnings calculations, and VFCP filings
- Preparation of balance forward valuations and associated distribution processing and questions
- Client onboarding including but not limited to general client education regarding plan administration, recordkeeper implementation, and collecting takeover plan materials
- Production and review of Form 5500 series and annual notices
- Manage retirement plan terminations
- Process documentation
Competencies Required
- Retirement administration experience in a professional environment
- Strong knowledge of recordkeepers systems and procedures
- Must be detailed with exceptional organizational skills
- Ability to work independently possessing a sense of ownership and accountability over tasks
- Stellar interpersonal skills and ability to coordinate with teammates in a fast-paced environment
- Demonstrated excellence in written and verbal communication
- Time management focused adhering to deadlines and timelines
- Experience with FT William software preferred
- Competency with Microsoft Excel
- Knowledge of Pension Pro workflow management system preferred
- A demonstrated track-record of consistently meeting and/or exceeding performance expectations
- Ability to accurately interpret and apply plan document provisions
Education and Qualifications
- College degree in related field required
- 3-5 years of Defined Contribution experience
- Broad knowledge of the retirement plan industry, willingness to obtain one or more ASPPA designations within an agreed to timeframe
Benefits and Compensation
- Competitive compensation package
- Telecommuting
- Emphasis on internal promotions
- Regular performance reviews
- Learning and development opportunities with paid study hours and bonus schedule
- Maxus pays for ASPPA dues upon the applicable cycle ending
- 401(k) plan after 90 days of employment, with a Discretionary Match
How to Apply
Please submit your resume to careers@maxusplans.com and submit your application by clicking the APPLY NOW button above.
Earn $1,000 for Referring Great Talent!
Do you know someone who would be a perfect fit for our team? We’re always looking for talented individuals to join our growing organization, and we’re rewarding you for helping us find them!
Here’s How It Works:
- Step 1: Submit your referral using our Referral Form.
- Step 2: If your referral is hired and completes their first day, you’ll receive $250 as a thank-you!
- Step 3: After your referral completes 4 months of service, you’ll receive an additional $750.
That’s $1,000 in total for every successful hire you refer!
Have Questions? Feel free to reach out to us at info@maxusplans.com for more details.
FAQs About Referrals:
The new hire will also receive a $1,000 bonus: $250 after their first day and $750 after 4 months of service.
Anyone can participate! Whether you’re a current employee, a past team member, a client, or just someone who knows great talent, we want your referrals. (Note: HR staff and hiring managers are not eligible.)
The referred candidate must be a new applicant who hasn’t applied to or been employed by our company within the last 12 months.
Only one bonus will be awarded per hired candidate. If multiple people refer the same candidate, the bonus will go to the first referrer as recorded in our system.
Bonuses are subject to applicable taxes.
The company reserves the right to amend or discontinue the program at any time.
We’re a dynamic team of professionals who value collaboration, innovation, and excellence. Help us find people who share our passion for success!