Retirement Plan Assistant

Converge Worldwide
Arlington Hts, Illinois, United States

Date Posted: 05/29/2018
Categories: Business/Administration
Job Type: Full-Time

Job Description:


(Arlington Heights, IL office)

-Retirement Plan Assistant-


This important Arlington Heights, Illinois based position demands an outgoing and highly efficient person who is willing to perform a wide variety of administrative functions to facilitate the running of the Converge Retirement Plan.  The job involves significant direct contact with individuals and churches and as such, this individual will need to possess excellent customer service skills, communication skills, and patience when dealing with our elderly retirement plan members.  This position is also responsible for assisting in marketing efforts for the retirement plan and explaining it to the Converge churches who are currently not participating in the retirement plan.

Please feel free to visit our web-site or send your resume to Lisa Johnson, Director of Human Resources at

Converge is an equal opportunity employer. We are a “faith” organization and would expect any candidate would want to affirm and identify with our values and faith statement. 



Under the supervision of Vice President/CFO, the Retirement Plan Assistant will fulfill the administrative function of the Converge Retirement Plan.


ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.  Other duties may be assigned.

  1. Converge Retirement Plan
  2. Process retirement plan applications.
  3. Maintain existing member account data.
  4. Prepare retirement plan deposit and complete remittance journal in Navision.
  5. Adjust participant accounts once remittance has been posted.
  6. Send notification to participants who are nearing retirement.
  7. Process monthly retirement plan benefits to retirees to include checking bank balance to assure that sufficient funds are available to cover payments
  8. Prepare and send quarterly contribution notices to active participants
  9. Process monthly retirement plan contributions for Converge staff and missionaries.
  10. Send Disclosure Statement quarterly to all participants.
  11. Prepare and mail 1099-R forms to participants who receive distributions from the retirement plan during the year.

l.    Participate in marketing the retirement plan to pastors and non-clergy staff     not in the plan, including mailings and telephone calls to churches.

m.  Send correspondence to widows of deceased participants notifying them of their benefits in the plan.

n.  Prepare correspondence for Required Minimum Distributions.

o.  Prepare reports for quarterly Pension Committee and Trustee Meeting. 

  1. Process correspondence and reports for Vice President of Finance and Operations/Retirement Plan Administrator.
  2. Assist in preparation of documents for auditors.
  3. Other duties as assigned by the VP/Chief Financial Officer.



This job has no supervisory responsibilities



The individual will possess excellent customer service and communication skills, and have patience when dealing with our elderly retirement plan members.  They will also have good working knowledge of the Microsoft Office Suite (Word, Excel, etc.), Accounting software such as Navision, and have prior retirement plan experience which includes knowledge of defined contribution plans and non-profit retirement background is a plus.  This position is also responsible for designing/composing marketing materials for the retirement plan and presenting it to the Converge churches who are currently not participating in the retirement plan. To perform this position successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



BA or BS in related field; one to three years related experience and/or training; or equivalent combination of education and experience.



Must have the ability to read and comprehend simple instructions, to write correspondence for the retirement plan, and to effectively present information for the retirement plan in one-on-one and small group situations to customers, clients, and other employees of the organization.



Must have the ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals, ability to compute rate ratio, and percent and to draw and interpret graphs.



Must be familiar with Microsoft Professional Office Suite including Word, Excel, Publisher, Power Point and Outlook.



Must have the ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form, to deal with problems involving several concrete variables in standardized situations.



None required.



The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this position, the employee is frequently required to sit, use hands to finger, handle, or feel; and talk or hear.  The employee is occasionally required to stand, walk, and reach with hands and arms.  The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this position include close vision.


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