“I enjoy collaborating with other professionals who work in the retirement plan space to help a shared client solve an issue or improve their retirement plan set-up.” In my role for [...]
“I like being the go-to person – both internally and externally.” I’m part of a team that serves as the first point of contact for our clients. I work proactively by [...]
“I was interested in working remotely for a company whose focus was on quality, not quantity.” As a Trust Accountant, I reconcile the assets in the 401(k) Plan, and I enjoy the [...]
“I find that my inner sleuth likes to solve issues that might arise … It’s very gratifying to know that the work I do helps people.” I work directly with participants, [...]
“The elements that drew me to TBA were simple, but critical – a positive atmosphere and the extensive industry knowledge of the management.” In my current role for TBA, I prepare annual [...]
“The Distribution and Loan department works very well with others, and everyone is always willing to step up and help each other out.” In my role at TBA, I process Required Minimum [...]
“We are a very fast-paced company, and I like being busy and active. We’re always learning new things and getting new and up-to-date software, which makes it easy to do my job.” [...]
“I created this company to prove one thing: ‘If you treat people the way they need to be treated, and do the right thing, you will be successful.’ It’s the core model of our [...]
“TBA is a close group of people, and I like how all our jobs flow through our processes – everyone has a role like an assembly line. However, the difference is everyone willingly helps out [...]
“I enjoy doing many different tasks and interacting with so many different clients. There are challenges and deadlines daily, which I like.” My role at TBA is in Defined [...]
“TBA gives me control and freedom in my job to maintain a healthy work-life balance.” In my role at TBA, I’m responsible for managing each of our assigned plans and handling [...]
“Although we all work in different locations, TBA is truly a team, and we work great together completing the many puzzles that come along with the world of 401(k) third-party [...]
“I like being able to help people both inside and outside of the office have a better understanding of compliance issues.” I manage the administration team for TBA. Our team is [...]
“Finally, I was given the opportunity to work remotely in a position that both challenged me and allowed me to utilize and grow my experience.” As a Pension Administrator, I [...]
“I believe that working for The Benefit Advantage, Inc. has always been wonderful because of the unique way that we work with our clients and vendors to provide an understandable service [...]
“When everything runs smoothly for the client – from plan processing and data gathering at the beginning of the year to filing Form 5500 at the end of the year – and they are pleased and [...]
“I like to look at the big picture, examine the data and come up with streamlined processes and procedures. These allow us to work cohesively as an organization and provide exceptional [...]
“I like that I can make things easier for our clients each day. If they walk away satisfied, I know I’ve done my job.” At TBA, I’m part of a team that serves as the [...]
“I enjoy working with numbers, and approach all complex issues as though they’re a puzzle. When all of the pieces come together, and the client fully understands the issue at hand, I [...]