Retirement Plans Administrator Jobs

Bachelor's degree or an equivalent combination of education, training, and experience.

Excellent customer service skills including the ability to manage client expectations and provide superior follow-up service.

This is an entirely remote position - location was added to be discovered on job boards***

Advanced working knowledge and understanding of retirement plan administration and associated regulations and IRS tax rules.

Excellent written and verbal communication skills are required to ensure the daily projection of a professional customer-focused image.

Performs all facets of daily plan administration including processing of contributions, loans, distributions, hardship withdrawals, and QDROs.

Retirement plan or benefits field experience

Send participants notice of benefit and distribution options and annual participant statements

Process contributions reports, enrollment data, and loan reports

Communicate directly with plan employers and participants

Compile and send quarterly forfeiture notices to employees

Assist annually with discrimination testing; employer match true-up calculations, and the audit process