Retirement Plan Administration Specialist
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Job Description
Retirement plan administrator handling compliance testing, 5500s, and plan terminations for Meridial’s retirement-plan clients. Drafting resolutions and communicating with clients remotely.
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
- Answer retirement plan questions
- Manage an assigned block of responsibilities
- Collaborate with the team to improve workstreams
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
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