Retirement Plan Administration Specialist - Freelance Project
Core
Handle plan terminations, year-end testing for DC plans, and 5500s for terminating DC plans (EZ, SF, and large) while drafting termination resolutions.
Role type
Retirement Plan Administration Associate (Contract)
Builds
Compliance testing and government reporting for client retirement plans
Domain
Financial Services / Retirement Plan Administration
Deliverable
client delivery
Required skills
Retirement plan administration, plan terminations, 5500s processing, Microsoft Office Suite, G Suite
Preferred skills
QKA certifications, plan document experience
Responsibilities
Year end testing for DC plans & 5500s for terminating DC plans, Drafting termination resolutions, Communicate with clients throughout the termination process
Seniority
Entry Level
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