Retirement Plan Administrator
Remotedxb
Responsibilities
- Manage and perform A-Z administration of a caseload of 65–75 retirement plans, including plan design and compliance testing
- Serve as a guide to other plan administrators in supporting client requirements
- Initiate and participate in process improvements
- Provide strategic guidance and assist in defining strategic goals
- Own stewardship of all assigned business relationships
- Efficiently utilize technology to perform duties and attend staff meetings
Requirements
- Bachelor's degree from an accredited college or university or equivalent
- 3-5+ years of A-Z retirement plan administration experience with defined contribution plans
- 3-5+ years of client services experience
- Proficiency in Word, Excel, PowerPoint, Outlook, and CRM software
- Strong analytical, problem-solving, and communication skills
- Ability to work under pressure with multiple priorities and deadlines
Preferred Qualifications
- QKA and/or QPA industry certification
- Experience with DB/CB plans and/or Combo plans
Vacancy posted 4 days ago
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