Retirement Plan Administration Specialist

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

📋 Description

• Conduct year-end evaluations for defined contribution plans and Form 5500s for terminating DC plans (EZ, SF, and large)

• Prepare termination resolutions

• Engage with clients throughout the termination process

• Oversee plan terminations

• Manage a designated set of responsibilities

• Respond to inquiries regarding retirement plans

• Work collaboratively with the team to enhance workstreams

⛳️ Requirements

• A minimum of 2 years of experience in retirement plan administration

• Ideally experienced with plan terminations and/or plan documentation

• Outstanding written and verbal communication skills

• Exceptional attention to detail and organizational skills

• A genuine passion for assisting others

• Proficient in Microsoft Office Suite and G Suite

• Demonstrated analytical thinking and ability to work independently within established deadlines

• Team-oriented

• Exhibits ownership and initiative in all facets of work

• QKA certifications

🏝️ Benefits

• Comprehensive benefits package

• Opportunities for professional development

• Collaborative work environment