Retirement Plan Administration Specialist - Freelance Project

Agency; Colombia; Remote; COP 22,293,000 - 31,210,000; Part time

Job summary

Agency is seeking an entry-level Retirement Plan Administration Associate to support termination processes for DC plans, including year-end testing and 5500s. You will draft termination resolutions, and communicate with clients, collaborating with a small, agile team.

The contract role is remote, with 9am–6pm ET shifts, and an hourly compensation model. This position offers an entry-level path in retirement plan administration.

Qualifications

• Minimum 2 years in retirement plan administration.
• Experience with plan terminations and/or plan documents.
• Excellent written and oral communication.
• Meticulous attention to detail and organization.
• Analytical thinking with ability to work independently.
• Team player with ownership and initiative.
• Proficient in MS Office and G Suite.
• QKA certification is a plus.

Responsibilities

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

Skills

Communication

Attention to detail

Analytical thinking

Independence

Teamwork

Initiative

Helping people

Education

QKA certifications

Tools

Microsoft Office

G Suite

Job description

Retirement Plan Administration Associate

Who are we looking for? The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for our client’s bundled clients. This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of our client’s clients and driving product improvements. The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team to handle the plan terminations. The ideal candidate is a motivated individual who can manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams.

What will you be doing?

• 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

Requirements

• 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

• Shift: 9am - 6pm ET
• Compensation: $5 Hourly
• Employment type: Contract
• Workplace type: RemoteSeniority level: Entry Level