Retirement Plan Administrator, HSR

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

📋 Description

• Assume complete responsibility for a portfolio of defined contribution retirement plans.

• Oversee the administration of 401(k) plans and cross-tested plans from initiation to completion.

• Conduct fundamental non-discrimination testing.

• Engage directly with clients regarding the mechanics of their plans.

• Investigate and present on compliance-related topics.

• Work alongside a Senior Retirement Plan Administrator to enhance testing and documentation expertise.

• Effectively leverage technology to fulfill job responsibilities.

• Participate in staff meetings and training sessions as requested.

• Provide assistance in relevant areas aligned with the position.

• Manage the stewardship of assigned business relationships.

• Undertake additional duties as assigned.

⛳️ Requirements

• 1-3 years of experience in retirement plans.

• 2-4 years of experience in client services.

• Proficient in Word, Excel, PowerPoint, Outlook, and CRM software.

• Highly organized and attentive to detail.

• Exceptional client service approach centered on communication, timely solutions, and client requirements.

• Team-oriented individual who is collaborative and adept at working with others.

• Strong verbal and written communication abilities.

• Capability to perform effectively under pressure with multiple priorities and deadlines.

• Excellent analytical and critical thinking capabilities.

• Commitment to integrity, proactive client service, continuous improvement, professional development, and teamwork.

🏝️ Benefits

• Hybrid and remote work options available for numerous roles.

• Competitive paid time off, including flexible and unlimited options.

• Support for continuous learning and career advancement.

• Comprehensive health, dental, vision, life, and disability insurance.

• Incentive bonus programs.

• Flexible working hours.

• An inclusive environment that values diversity, collaboration, and respect.

• A comprehensive benefits package and workplace perks; specific programs may differ by partner and position.