Retirement Plan Administration Specialist

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

📋 Description

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

• Prepare termination resolutions.

• Liaise with clients throughout the termination process.

• Oversee a designated set of responsibilities.

• Address inquiries regarding retirement plans.

• Collaborate with the team to enhance workstreams.

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

• Contribute to strategic, operational, and product enhancements associated with retirement plan administration.

⛳️ Requirements

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

• Ideally has experience with plan terminations and/or plan documents.

• 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 Suite.

• Demonstrated ability to think analytically and work independently within established deadlines.

• Team-oriented individual.

• Exhibits ownership and initiative in all aspects of work.

• Possesses QKA certifications.

• Available for the 9am–6pm ET shift.

🏝️ Benefits

• Competitive salary.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and certification.

• Flexible work environment.