Retirement Plan Administration Specialist - Freelance Project

About the Position

We are seeking a Retirement Plan Administration Specialist for a Freelance Project to join our dynamic Retirement Plan Administration (RPA) team. This role involves managing plan terminations, compliance testing, and client communication.

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

Compensation

• $5 Hourly

Employment Details

• Shift: 9am - 6pm ET
• Employment Type: Contract
• Workplace Type: Remote
• Seniority Level: Entry Level

About the Company

Join our Retirement Plan Administration team as a Freelance Project specialist. Manage plan terminations, compliance testing, and client communication.

Apply for this Job

Interested candidates should apply through the provided link.