Remote Retirement Plan Terminations Specialist

Agency; Chile; Remote; CLP 5,539,000 - 7,888,000; Part time

Job summary

Agency is seeking a Retirement Plan Administration Associate to support the termination process for defined contribution plans, including year-end testing for 5500s and drafting termination resolutions.

You will communicate with clients, work independently within deadlines, and collaborate with a proactive team. This contract, remote role follows ET hours 9am–6pm, requires 2+ years in retirement plan administration and a QKA certification.

Qualifications

• 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.

Responsibilities

• Year end testing for DC plans & 5500s for terminating DC plans (EZ, SF and large)
• Drafting termination resolutions
• Communicate with clients throughout the termination process

Skills

Communication

Attention to detail

Analytical thinking

Teamwork

Proactivity

Ownership

Education

QKA certifications

Tools

MS Office

G Suite

Job description

Agency is seeking a Retirement Plan Administration Associate to support the termination process for defined contribution plans, including year-end testing for 5500s and drafting termination resolutions.

You will communicate with clients, work independently within deadlines, and collaborate with a proactive team. This contract, remote role follows ET hours 9am–6pm, requires 2+ years in retirement plan administration and a QKA certification.