Benefits Specialist
Job Summary
Providing administrative support to complex defined contribution plan clients, the remote Benefits Specialist will process transactions, resolve client issues, and produce detailed reports while managing a 4-month contract with potential for extension.
Key responsibilities
- Process transactions for plan valuation, including contributions, loans, and withdrawals
- Reconcile trust accounting systems and prepare detailed reconciliation reports
- Participate in client meetings to discuss plan design and service-related issues
Required qualifications
- Experience with 401(k) and retirement plan administration
- Proficiency in reconciliation and balancing of plan and trust accounts
- Knowledge of retirement plan testing, including ADP/ACP and nondiscrimination testing
- Strong Excel and data analysis skills
- Experience working directly with clients or plan sponsors
Complete Job Description
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