Retirement Plan Administration Specialist
Posted 2 hours ago
You'll apply on the company's website.
About the Role
We are looking for a Retirement Plan Administration Specialist to contribute to our operations at an enterprise AI services firm. You will serve as a key member of the team, overseeing a dedicated set of tasks involving the administration of retirement plans. This role provides the chance to work in an innovative, technology-driven space where human skill is integrated with AI tools to address intricate administrative hurdles for a diverse range of clients. You will work alongside colleagues to optimize workflows and maintain excellent service standards for clients as they navigate retirement plan terminations. We are seeking an individual who excels in a remote work environment, shows dedication to client support, and assists in the firm's collective achievements.
Requirements
- Minimum of two years of professional experience in retirement plan administration.
- Preferred background includes specific knowledge of plan documents and plan terminations.
- Strong verbal and written communication abilities.
- Exceptional organizational skills and attention to detail.
- Competence in using G Suite and Microsoft Office applications.
- Ability to think analytically and manage tasks independently to hit project deadlines.
- QKA certification is considered a plus.
- A committed, team-focused, and proactive attitude toward your responsibilities and supporting others.
Responsibilities
- Oversee a specific portfolio of retirement plan administration tasks.
- Conduct year-end testing for defined contribution plans.
- Prepare Form 5500 filings, including EZ, SF, and large plan formats, for plan terminations.
- Create termination resolutions and provide guidance to clients throughout the entire termination lifecycle.
- Act as a lead point of contact for retirement plan inquiries.
- Partner with team members to enhance operational procedures and current workstreams.
Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.
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