Retirement Plan Administration Specialist - Freelance Project
Remote
Core
Managing plan terminations, year-end testing for DC plans, and drafting termination resolutions for bundled clients.
Role type
Retirement Plan Administration Associate (terminations & compliance)
Builds
Termination resolutions and compliance reports for client retirement plans
Domain
Financial Services / Retirement Plan Administration
Deliverable
client delivery
Required skills
Retirement plan administration, plan terminations, year-end testing, 5500s reporting, Microsoft Office Suite, G suite
Preferred skills
Plan document drafting, analytical thinking, independent operation
Technologies
Microsoft Office Suite, G suite
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, hands-on IC
