Junior Retirement Plan Administrator, (ACI)
Core
Administer assigned defined contribution retirement plans (401(k), cross-tested) including daily operations, compliance testing, and client communication.
Role type
Junior Retirement Plan Administrator
Builds
401(k) and cross-tested retirement plans for small- to mid-sized businesses
Domain
Financial services / Retirement plan administration
Required skills
Retirement plan administration, compliance testing, client communication, plan document interpretation, regulatory research, data management, Microsoft Office proficiency, deadline management
Preferred skills
Defined contribution plan experience, client service experience, CRM software proficiency
Technologies
Microsoft Word, Excel, PowerPoint, Outlook, CRM software
Responsibilities
Manage assigned caseload of defined contribution plans, assist with annual compliance and nondiscrimination testing, communicate directly with clients regarding plan matters, research compliance topics and present findings, maintain accurate plan and client information, monitor plan deadlines and outstanding items, shadow senior administrators to build proficiency
Seniority
Junior, entry-level IC
