Recordkeeper
Job Summary
To provide administrative support for large defined contribution retirement plan clients, the remote Recordkeeper will process transactions, resolve client inquiries, and ensure compliance with company standards over a 3-month contract.
Key responsibilities
- Process defined contribution plan transactions and reconcile plan balances to trust balances
- Respond to client requests and present analysis results, offering recommendations as needed
- Prepare and format client reports, including valuation and compliance documentation
Required qualifications
- Experience supporting defined contribution retirement plans or recordkeeping
- Knowledge of plan transactions, including contributions, loans, and withdrawals
- Experience with plan-level reconciliation and trust accounting systems
- Understanding of defined contribution plan testing, including discrimination testing
- Ability to analyze data and prepare various client reports accurately
Complete Job Description
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