Retirement Plan Administration Specialist

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

📋 Description

• Conduct year-end evaluations for Defined Contribution (DC) plans and 5500 forms for terminating DC plans (EZ, SF, and large).

• Prepare termination resolutions.

• Maintain communication with clients throughout the termination process.

• Manage plan terminations.

• Respond to inquiries related to retirement plans.

• Work collaboratively with the team to enhance work processes.

• Assist in retirement plan compliance, governmental reporting, and plan administration tasks.

⛳️ Requirements

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

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

• Outstanding written and verbal communication abilities.

• Strong attention to detail and exceptional organizational skills.

• A genuine passion for assisting others.

• Proficient in Microsoft Office Suite and Google Workspace.

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

• Collaborative team member.

• Exhibits ownership and initiative in all facets of work.

• QKA certifications are preferred.

🏝️ Benefits

• Competitive salary package.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and growth.

• Supportive and inclusive work environment.