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 idóneo 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