Retirement Plan Administration Specialist

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

📋 Description

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

• Prepare resolutions for termination.

• Engage with clients throughout the termination process.

• Manage plan terminations effectively.

• Address inquiries regarding retirement plans.

• Oversee a designated range of responsibilities.

• Collaborate with the team to enhance work processes.

⛳️ 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 desire to assist others.

• Proficient in Microsoft Office Suite and Google Workspace.

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

• A collaborative team member.

• Takes ownership and shows initiative in all work-related tasks.

• QKA certification is preferred.

🏝️ Benefits

• Comprehensive health and wellness programs.

• Opportunities for professional development and growth.

• Flexible work arrangements.