Retirement Plan Associate

Job Summary

A company is looking for a Retirement Plan Administration Associate to join their team and provide qualified plan consulting and administration services.

Key Responsibilities

• Manage compliance system data and maintain contact management systems
• Analyze plan documents and ensure system specifications align with written plans
• Assist in processing transactions, preparing tax forms, and managing benefit plan records

Required Qualifications

• Associate Degree, Bachelor's Degree, or equivalent employment experience
• Minimum 3.0 GPA and a solid academic track record
• 0-2 years of relevant experience
• Strong comfort level with technology and proficiency in Microsoft Office Suite
• Ability to handle sensitive information and maintain confidentiality