Job Description
<h2> Retirement Plan Administration Associate</h2>
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<h3>Who are we looking for?</h3>
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<p>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.</p>
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<p> 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. </p>
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<p>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.</p>
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<h3>What will you be doing?</h3>
<ul>
<li>Year end testing for DC plans 5500s for terminating DC plans (EZ, SF and large)</li>
<li>Drafting termination resolutions </li>
<li>Communicate with clients throughout the termination process</li>
</ul>
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<h3>Requirements</h3>
<ul>
<li>Minimum of 2 years of retirement plan administration experience </li>
<li>Ideally has worked on plan terminations and/or plan documents</li>
<li>Excellent written oral communication skills</li>
<li>Meticulous attention to detail organization</li>
<li>Passion for helping people</li>
<li>Proficient in Microsoft Office Suite G suite</li>
<li>Proven ability to think analytically operate independently within set deadlines</li>
<li>Team player </li>
<li>Shows ownership and initiative in all aspects of work</li>
<li>QKA certifications</li>
</ul>
<p>Shift: 9am - 6pm ET</p>
<p>Compensation: $6 Hourly</p>
<p>Employment type: Contract<br>Workplace type: Remote<br>Seniority level: Entry Level</p>