Sobre

• Retirement Plan Administration Associate
• Who are we looking for?
• The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for our client’s bundled clients.
• This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of our client’s clients and driving product improvements.
• The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team to handle the plan terminations. The ideal candidate is a motivated individual who can manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.

• What will you be doing?
• Year end testing for DC plans & 5500s for terminating DC plans (EZ, SF and large)
• Drafting termination resolutions
• Communicate with clients throughout the termination process
• Requirements
• Minimum of 2 years of retirement plan administration experience
• Ideally has worked on plan terminations and/or plan documents
• Excellent written & oral communication skills
• Meticulous attention to detail & organization
• Passion for helping people
• Proficient in Microsoft Office Suite & G suite
• Proven ability to think analytically & operate independently within set deadlines
• Team player
• Shows ownership and initiative in all aspects of work
• QKA certifications
• Shift: 9am - 6pm ET
• Compensation: $5 Hourly
• Employment type: Contract
• Workplace type: Remote
• Seniority level: Entry Level