Tech Stack
ComplianceCommunication
Job Description, Responsibilities & Requirements
About the Position
We are seeking a Retirement Plan Administration Specialist for a freelance contract to handle plan terminations and compliance testing in Costa Rica. This role is remote and offers a flexible schedule from 9am - 6pm ET.
Responsibilities
- Year-end testing for DC plans & 5500s for terminating DC plans (EZ, SF, and large)
- Drafting termination resolutions
- Communicating with clients throughout the termination process
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
We Offer
- Compensation: $6 Hourly
- Shift: 9am - 6pm ET
- Employment Type: Contract
- Workplace Type: Remote
About the Company
The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for our client’s bundled clients. This team is the go-to subject matter experts on qualified retirement plan rules and operations, often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational, and product improvements across the company.