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Senior Associate, Retirement Plan Administration

Experienced retirement plan administrator handling year-end DC plan testing, compliance, plan terminations, and client consulting for large qualified plans. Requires 4+ years of retirement plan administration experience and QKA certification.

80k – 90kNew York, NYAustin, TXKing of Prussia, PA+1 moreOtherHybrid4+ YOE

About the role

What Will You Be Doing?

  • Year end testing for DC plans.
  • Answer questions from the client service team on retirement plan subjects.
  • Assist with plan terminations and EPCRS corrections.
  • Provide consulting services to sponsor and advisors as needed.

Requirements

  • Minimum 4 years of Retirement Plan Administration experience.
  • Experience in Retirement Plan Administration for Qualified Plans, including working on IQPA audits.
  • Exceptional understanding of plan administration, compliance testing and IRS regulations.
  • 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.

Nice-to-Haves

  • Candidates with under 4 years of experience are encouraged to still apply to be considered at the Associate level.

Skills

Retirement Plan AdministrationQualified PlansIqpa AuditsCompliance TestingIrs RegulationsEpcrs CorrectionsMicrosoft Office SuiteG SuiteQka Certification

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