Retirement Plan Account Administrator

Job Summary

A company is looking for a Retirement Plan Account Administrator (Manager).

Key Responsibilities

• Manage and service retirement plan accounts while ensuring client satisfaction and regulatory compliance
• Respond to plan sponsors' requests and coordinate with specialists for necessary actions
• Develop and recommend improvements to workflows and procedures to enhance efficiency

Required Qualifications

• Bachelor's degree with 2 years of relevant experience, or a Master's degree with 1 year, or 4 years of equivalent experience
• 3-5 years of defined contribution plan administration or management experience
• Strong background in customer service and relationship management
• Advanced knowledge of Microsoft Office Applications, especially Excel and PowerPoint
• Understanding of ERISA, DOL, IRS regulatory issues, and roles in qualified plans