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Retirement Plan Administration Specialist - Freelance Project

Invisible Agency
Jamaica4d ago

About the role

<h2>&nbsp;Retirement Plan Administration Associate</h2> <p>&nbsp;</p> <h3>Who are we looking for?</h3> <p>&nbsp;</p> <p>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.</p> <p>&nbsp;</p> <p>&nbsp;This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of our client’s clients and driving product improvements.&nbsp;</p> <p>&nbsp;</p> <p>The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team to handle the plan terminations. The ideal candidate is a motivated individual who can manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.</p> <p><br><br></p> <h3>What will you be doing?</h3> <ul> <li>Year end testing for DC plans &amp; 5500s for terminating DC plans (EZ, SF and large)</li> <li>Drafting termination resolutions&nbsp;</li> <li>Communicate with clients throughout the termination process</li> </ul> <p>&nbsp;</p> <h3>Requirements</h3> <ul> <li>Minimum of 2 years of retirement plan administration experience&nbsp;</li> <li>Ideally has worked on plan terminations and/or plan documents</li> <li>Excellent written &amp; oral communication skills</li> <li>Meticulous attention to detail &amp; organization</li> <li>Passion for helping people</li> <li>Proficient in Microsoft Office Suite &amp; G suite</li> <li>Proven ability to think analytically &amp; operate independently within set deadlines</li> <li>Team player&nbsp;</li> <li>Shows ownership and initiative in all aspects of work</li> <li>QKA certifications</li> </ul> <p>Shift: 9am - 6pm ET</p> <p>Compensation: $6 Hourly</p> <p>Employment type: Contract<br>Workplace type: Remote<br>Seniority level: Entry Level</p>

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