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A Service of Hynes Associates

Candidate Highlighgt

Candidate Name(Required)

First Last

Candidate Address(Required)

Street Address City ZIP / Postal Code

Candidate Phone(Required)

Candidate Email(Required)

Candidate Time Zone(Required)

Number of years of Retirement Experience (total)(Required)

Number of years of Compliance Testing Experience (total)(Required)

Where you have personally done the testing.

Number of years of 5500 experience (total)(Required)

Where you have personally done the 5500 forms.

Number of years of Cash Balance Experience (if applicable)(Required)

Where you have personally done the 5500 forms.

Candidate Note/Statement

Salary (Current)(Required)

Annual Bonus (Current if Applicable)(Required)

Salary (Desired)(Required)

Retirement Software that the candidate has experience and the time period they have worked with these programs

Compliance Testing Software You have used (and for how long)

ASC(Required)

Yes

Datair(Required)

Yes

If yes for ASC, how many years

If yes for Datair, how many years

Relius(Required)

Yes

FT William(Required)

Yes

If yes for Relius, how many years

If yes for FT William, how many years

Other and how many years

Plan Documents Software You have used (and for how long)

ASC(Required)

Yes

Datair(Required)

Yes

If yes for ASC, how many years

If yes for Datair, how many years

Relius(Required)

Yes

FT William(Required)

Yes

If yes for Relius, how many years

If yes for FT William, how many years

Other and how many years

5500 Software You have used (and for how long)

ASC(Required)

Yes

Datair(Required)

Yes

If yes for ASC, how many years

If yes for Datair, how many years

Relius(Required)

Yes

FT William(Required)

Yes

If yes for Relius, how many years

If yes for FT William, how many years

Other and how many years

Experience with PensionPro(Required)

Yes

If yes for PensionPro, how many years

Experience with Mergers & Acquisitions?(Required)

Yes

Please describe your experience with Mergers & Acquisitions

Experience with Control Group Groups?(Required)

Yes

Please describe your experience with Control Group Groups

Experience with Audited Plans?(Required)

Yes

If yes for experience with Audited Plans, how many plans

Experience with 403(b) Plans, or other?(Required)

Yes

Experience with Cash Balance Plans?(Required)

Yes

If yes for experience with Cash Balance Plans, how many years

Desired Role, please indicate the roll or roles you are interested in(Required)

Distribution Specialist

Implementation Specialist/ Onboarding Specialist

Plan Document Specialist

Retirement Plan Administrator (carry case load, preform testing, interact with/ service clients)

Retirement Plan Sales (please list territory/states covered below)

Compliance Specialist (preform back of the office testing, compliance and testing-non-client facing)

Actuary

Relationship Management

Junior Administrator Student

Pension Assistant

Team Lead

Other (please specify below)

If Retirement Plan Sales (please list territory/states covered)

If Other (please specify)

Please list designations if applicable (ASPPA or NIPA)(Required)

RPF Retirement Plan Fundamentals (ASPPA)

QKA1 Qualified 401k Administrator (ASPPA)

QKA2 Qualified 401k Administrator (ASPPA)

QKS401k Specialist (ASPPA)

CPC (ASPPA)

APA (NIPA)

AKS (NIPA)

APR (NIPA)

If you are an Actuary, Please List Tests Passed

Are the above designation(s) active?

Yes

If No Please Explain

When would you be able to start?(Required)

PTO Time(Required)

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Retirement Software that the candidate has experience and the time period they have worked with these programs

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