Retirement Plan Administration Specialist
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Job Description
Retirement plan specialist managing compliance testing, Form 5500s, and terminations for Meridial’s retirement administration clients. Handling client communication and termination resolutions remotely.
Responsibilities:
- Perform year-end testing for defined contribution plans and Form 5500s for terminating DC plans (EZ, SF and large)
- Draft termination resolutions
- Communicate with clients throughout the termination process
- Handle plan terminations
- Manage an assigned block of responsibilities
- Answer retirement plan questions
- 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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