Retirement Plan Administration Assistant, (ACI)
Core
Assist Account Administrators with the administration of qualified retirement plans (401(k), profit sharing, defined benefit, cash balance) for small- to mid-sized businesses.
Role type
Entry-level Retirement Plan Administration Assistant
Builds
Administrative support for client retirement plans
Domain
Financial services / Retirement Plan Administration
Deliverable
dashboards & analysis
Required skills
Data entry, filing, mailing, Form 5500 filing support, census information gathering, participant form preparation, loan and distribution form processing, fund transfer instruction preparation, client communication, record maintenance, Microsoft Excel, Microsoft Outlook
Preferred skills
Prior retirement plan knowledge, CalcAir/Datair experience, Mandarin or Cantonese fluency
Responsibilities
Gather and organize census information, assist with compliance testing and Form 5500 filings, perform data entry and filing, support preparation of participant forms and reports, assist with fund transitions, review plan activity status, communicate with clients and advisors, maintain accurate confidential records
Seniority
Entry-level, training provided