Job Summary

A company is looking for a Specialist, Plan Administration.

Key Responsibilities:

• Administer assigned retirement plans by completing valuations, compliance testing, and benefit calculations
• Prepare participant loan documents and conduct mid-year calculations
• Assist with compliance-related issues and external audits

Required Qualifications:

• Four to six years of financial services experience, with at least three years in retirement plans
• FINRA NASD Series 6 license required; participation in professional development programs desirable
• Thorough knowledge of qualified retirement plan concepts and regulations
• Undergraduate studies or equivalent related work experience
• Acquire required Federal and/or state licenses/registrations within designated time period