Retirement Plan Administration Specialist
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Job Description
Retirement plan administration specialist handling plan terminations, compliance testing, and client communication for Meridial. Supporting retirement-plan operations and improvements for bundled clients.
Responsibilities:
- Perform year-end testing for DC plans and 5500s for terminating DC plans (EZ, SF and large)
- Draft termination resolutions
- Communicate with clients throughout the termination process
- Handle plan terminations for retirement plan administration clients
- Answer retirement plan questions and collaborate with the team to improve workstreams
- Support compliance testing, government reporting, plan terminations, and retirement plan compliance for bundled clients
- Help define and guide retirement-plan-specific strategic, operational, and product improvements
- Ensure cross-functional alignment in the annual retirement plan administration process
- Oversee retirement plan compliance and drive product improvements
Requirements:
- Minimum of 2 years of retirement plan administration experience
- Ideally has worked on plan terminations and/or plan documents
- Excellent written & oral communication skills
- Meticulous attention to detail & organization
- Passion for helping people
- Proficient in Microsoft Office Suite & G suite
- Proven ability to think analytically & operate independently within set deadlines
- Team player
- Shows ownership and initiative in all aspects of work
- QKA certifications
- Ability to work 9am–6pm ET
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