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