Retirement Plan Administration Specialist - Freelance Project

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: $6 Hourly

Employment type: Contract
Workplace type: Remote
Seniority level: Entry Level