Retirement Planning Officer - First Merchants Trust Company, Muncie

Job Description:  Perform duties related to Qualified Plan administration, includes provide training and guidance to Recordkeeping Officer and assigned staff; review performance of staff and recommend salary adjustments; prepare Adoption Agreement, Trust Agreement, Summary Plan Description, and materials for Enrollment Kits; periodically invest contributions in appropriate investment selections; and serve as primary contact for a portfolio of clients. Identify and match customer needs with products and services. Monitor IRS reporting and disclosure requirements. Prepare annual Statement of Trust. Periodically analyze costs of services for potential clients and make recommendations for existing client base.

Qualifications:  Successful candidate will possess bachelors degree or equivalent in accounting, business, finance or related field; plus five (5) through eight (8) years of related benefits experience. Additional training or experience with investments, finance or tax training is preferred.

Hours: 8am - 5pm, Mon - Fri