Retirement Plan Administration Support Specialist

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

📋 Description

• Engage with retirement plan administrators and industry experts through phone, email, and a support ticketing system.

• Assist customers in navigating software features, comprehending results, and addressing daily administration challenges.

• Investigate inquiries related to qualified retirement plan calculations, compliance testing, contributions, distributions, and regulatory standards.

• Research unfamiliar situations and ascertain accurate administrative outcomes.

• Identify and document software problems, bug reports, and requests for enhancements.

• Collaborate with the development team on software corrections, new functionalities, and legislative updates.

• Test and validate software corrections, new features, and regulatory modifications prior to customer deployment.

• Assess software results across various administrative scenarios and provide constructive feedback.

• Contribute to the creation of release notes, written resources, training materials, and webinars.

• Report directly to the Director of Customer Experience.

⛳️ Requirements

• Practical experience in administering U.S. qualified retirement plans.

• Strong comprehension of qualified retirement plans, including compliance testing, contributions, distributions, and plan documentation.

• Familiarity with ERISA and regulatory advancements such as SECURE 2.0.

• Knowledge of defined contribution plans.

• Experience with defined benefit or cash balance plans is considered a plus.

• Proficient in using retirement plan administration software.

• Familiarity with platforms like CalcAir, DATAIR, Relius, ASC, FT Williams, or comparable systems is advantageous.

• Comfortable utilizing spreadsheets to review calculations and confirm results.

• Capable of investigating complex inquiries, unexpected outcomes, and software problems.

• Proficient in explaining retirement plan concepts and software functions clearly to customers.

• Ability to work autonomously and collaborate effectively with support and development teams.

• Enthusiasm for technology and a willingness to learn new software.

• Familiarity with ticketing systems like TeamSupport is beneficial.

• Industry designations such as QKA, QPA, APA, or ERPA are advantageous but not mandatory.

• Availability to work an eight-hour shift during customer support hours from 8:00 a.m. to 5:30 p.m. Central Time.

🏝️ Benefits

• Fully remote work opportunity.

• Opportunities for career development and growth.

• Exposure to a wider network of software companies and potential career paths.

• Virtual interview process.

• Reasonable accommodations available upon request.