Tech Stack

Description

You will handle plan terminations for a retirement plan administration team, including year-end testing, drafting termination resolutions, and communicating with clients throughout the process.

Requirements

• Minimum 2 years of retirement plan administration experience
• Experience with plan terminations and/or plan documents
• Excellent written and oral communication skills
• Proficient in Microsoft Office Suite and G Suite
• QKA certifications preferred

Responsibilities

• Year end testing for DC plans
• 5500s for terminating DC plans
• Draft termination resolutions
• Communicate with clients throughout the termination process