Senior Associate, Retirement Plan Administration
Core
Ensure retirement plan compliance, conduct year-end testing, manage plan terminations, and provide consulting to sponsors and advisors for qualified retirement plans.
Role type
Senior Associate, Retirement Plan Administration
Builds
Compliance testing reports, EPCRS corrections, and strategic operational improvements for client retirement plans.
Domain
Financial Services / Retirement Plan Administration
Deliverable
dashboards & analysis
Required skills
Retirement Plan Administration, Qualified Plan rules, IQPA audits, IRS regulations, Plan terminations, EPCRS corrections, Compliance testing
Preferred skills
QKA certification, Microsoft Office Suite, G Suite, Analytical thinking
Responsibilities
Conduct year-end testing for DC plans, Answer client service questions on retirement plan subjects, Assist with plan terminations and EPCRS corrections, Provide consulting services to sponsors and advisors
Seniority
Senior, hands-on IC
