Retirement Plan Administrator, (SI Group)
Core
Administer qualified retirement plans including design, compliance testing, reporting, and client service for small- to mid-sized businesses.
Role type
Retirement Plan Administrator
Builds
Retirement plan administration services for plan sponsors and participants
Domain
Financial services / Retirement planning
Required skills
Retirement plan administration, compliance testing, annual reporting, client service, plan design review, distribution processing, loan processing, Microsoft Excel, regulatory risk management
Preferred skills
Defined contribution plan administration, QKA/QKC/APA/ERPA certifications, ASC/FT Williams/PensionPro experience, client relationship management, mentoring, process improvement
Responsibilities
Perform or assist with all aspects of retirement plan administration, Manage or support a caseload of retirement plans, Serve as a primary or secondary point of contact for clients, Prepare, review, and communicate compliance testing results, Research and resolve plan administration and compliance issues, Collaborate with team members to ensure timely and accurate completion of client deliverables, Participate in client meetings and consultations regarding plan operations, Assist with process improvement initiatives and departmental projects, Utilize internal systems and technology to efficiently manage plan administration responsibilities, Attend team meetings, trainings, and professional development opportunities, Maintain a collaborative team approach by providing support where needed, Own stewardship of assigned client relationships and deliver exceptional service
Seniority
Entry-level to Senior, based on experience
