We are a leading financial services provider dedicated to helping individuals achieve their retirement goals. We are currently seeking a passionate individual to join our team as a Retirement Plan Analyst. In this role, you will have the opportunity to utilize your expertise in retirement plan administration while working alongside a supportive team of professionals.
Key Responsibilities
Manage all aspects of daily plan administration, including processing contributions, loans, distributions, hardship withdrawals, and QDROs.
Provide exceptional customer service by promptly addressing client inquiries and resolving issues with efficiency and professionalism.
Conduct nondiscrimination testing and offer strategic solutions to ensure compliance with regulations and optimize plan performance.
Prepare accurate Forms 5500 and other regulatory filings in a timely manner.
Research and resolve operational and compliance issues, providing clear explanations and guidance to clients.
Collaborate with internal teams, clients, and vendors to address and resolve outstanding issues effectively.
Maintain up-to-date knowledge of retirement plan regulations and industry best practices.
Requirements
Bachelor's degree or equivalent experience; ASPPA credentials preferred (or willingness to obtain).
Strong customer service skills with the ability to manage client expectations and deliver exceptional follow-up support.
In-depth understanding of retirement plan administration and IRS tax rules.
Ability to multitask and make sound decisions under pressure while maintaining accuracy.
Proficiency in Microsoft Office 365 and Pension Pro experience preferred.
Excellent communication skills, both written and verbal, with the ability to convey complex information clearly and effectively.
Strong organizational skills with keen attention to detail.
Ability to work collaboratively as part of a team and independently as needed.
Flexible and adaptable with the ability to problem-solve effectively.
Benefits
401(k) Plan
Comprehensive health insurance coverage
Generous PTO, Floating Holidays, and Holiday Pay
Remote work option available
Opportunity to work with a supportive and dynamic team environment.
Employment Type: Full-Time
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Human Resources Services
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