Retirement Plan Administration Specialist - Freelance Project

The role

The Retirement Plan Administration team handles compliance testing, government reporting, and plan terminations. This specialist will perform year end testing for DC plans, draft termination resolutions, and communicate with clients during the termination process.

What you will do

• Year end testing for DC plans & 5500s for terminating DC plans (EZ, SF and large)
• Drafting termination resolutions
• Communicate with clients throughout the termination process

Required qualifications

• Minimum of 2 years of retirement plan administration experience
• Excellent written & oral communication skills
• Meticulous attention to detail & organization
• Passion for helping people
• Proficient in Microsoft Office Suite & G suite
• Proven ability to think analytically & operate independently within set deadlines
• Team player
• Shows ownership and initiative in all aspects of work
• QKA certifications

Nice to have

• Ideally has worked on plan terminations and/or plan documents

About the company

The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for our client’s bundled clients.