Retirement Plan Administration Specialist

This is a fully remote position, open to applicants in Chile.

📋 Description

• Conduct year-end assessments for defined contribution plans and 5500 filings for plans undergoing termination (EZ, SF, and large).

• Prepare termination resolutions.

• Maintain communication with clients throughout the termination process.

• Manage plan terminations for clients in retirement plan administration.

• Address inquiries regarding retirement plans and collaborate with the team to enhance work processes.

• Assist with compliance testing, governmental reporting, plan terminations, and retirement plan compliance for bundled clients.

• Aid in defining and steering strategic, operational, and product enhancements specific to retirement plans.

• Ensure cross-functional alignment during the annual retirement plan administration cycle.

• Supervise retirement plan compliance and promote product advancements.

⛳️ Requirements

• At least 2 years of experience in retirement plan administration.

• Preferably has experience with plan terminations and/or plan documentation.

• Exceptional written and verbal communication skills.

• Strong attention to detail and organizational skills.

• A genuine passion for assisting others.

• Proficient in Microsoft Office Suite and Google Workspace.

• Proven analytical thinking skills and the capability to work independently within established deadlines.

• A collaborative team player.

• Demonstrates ownership and initiative in all work-related tasks.

• Holds QKA certifications.

• Availability to work from 9am to 6pm ET.

🏝️ Benefits

• Comprehensive benefits package.

• Opportunities for professional development.

• Supportive and collaborative work environment.