Retirement Plan Administrator
Job Summary
Taking full ownership of a caseload of defined contribution retirement plans, the remote Retirement Plan Administrator will manage 401(k) and cross-tested plans, ensuring compliance and delivering exceptional client service.
Key Responsibilities
- Perform basic non-discrimination testing and communicate directly with clients on plan mechanics
- Research and present on compliance topics while shadowing Senior Retirement Plan Administrator for knowledge enhancement
- Utilize technology efficiently to manage assigned business relationships and perform other duties as assigned
Required Qualifications
- 1-3 years of retirement plan experience
- 2-4 years of client services experience
- Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software
- Strong organizational skills and detail-oriented approach
- Exceptional client service skills with a focus on timely solutions and communication
Complete Job Description
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