Retirement Plan Administration Specialist

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

📋 Description

• Conduct year-end assessments for DC plans and 5500s related to terminating DC plans (EZ, SF, and large).

• Prepare termination resolutions.

• Maintain communication with clients throughout the termination procedures.

• Oversee a distinct set of responsibilities.

• Address inquiries regarding retirement plans.

• Work collaboratively with the team to enhance workflows.

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

⛳️ 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 abilities.

• Strong attention to detail and organizational skills.

• A genuine passion for assisting others.

• Proficient in Microsoft Office Suite and G Suite.

• Demonstrated capability to think critically and work independently within established deadlines.

• Team-oriented with a collaborative spirit.

• Exhibits ownership and initiative in all aspects of work.

• Holds QKA certifications.

🏝️ Benefits

• Comprehensive benefits package.

• Opportunities for professional development and growth.

• Supportive team environment.