Tech Stack

Description

You will manage plan terminations, including year-end testing, 5500s, drafting resolutions, and client communication, ensuring compliance and operational excellence for bundled clients.

Requirements

• Minimum 2 years retirement plan administration experience
• Experience with plan terminations and/or plan documents
• Excellent written and oral communication skills
• Meticulous attention to detail and organization
• Proficient in Microsoft Office Suite and G Suite

Responsibilities

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