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, ensuring client satisfaction and regulatory compliance
• Respond to plan sponsors' requests, conducting trend analysis and coordinating responses
• Develop and recommend workflow improvements to enhance efficiency and client satisfaction

Required Qualifications

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