RETIREMENT PLAN ASSOCIATE

Whitaker Bank Corp of Kentucky; Danville (KY); On-site; USD 32,000 - 42,000; Full time

Job summary

Kentucky Trust Company in Danville, KY seeks a Retirement Plan Associate to support the Retirement Plan Department with 401(k)/profit sharing and SIMPLE IRA plans. You will learn and perform eligibility checks, vesting determinations, and maintain plan records while interacting with clients and payroll providers to ensure smooth distributions.

The role emphasizes accuracy, client focus, and ongoing professional development in retirement plan administration.

Qualifications

• High school diploma or GED.
• Attention to detail with analytical and problem-solving skills.
• Strong verbal, math and written communication skills.
• Ability to manage multiple projects and priorities.

Responsibilities

• Eligibility and vesting determinations.
• Filing and maintenance of plan records.
• Communication with clients, participants and payroll providers.
• Process ACH/Check distributions to/from clients in a timely manner.

Skills

Attention to detail

Analytical skills

Verbal communication

Written communication

Math skills

Multitasking

Team player

Excel

Pension software

Education

High school diploma

Tools

Excel

Word

Pension software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

RETIREMENT PLAN ASSOCIATE

Full Time Clerical Danville, KY, US

2 days ago Requisition ID: 1538

KENTUCKY TRUST COMPANY

RETIREMENT PLAN ASSOCIATE

Kentucky Trust Company, located in Danville, Kentucky is looking for a Retirement Plan Associate to work in our Retirement Plan Department where we provide design, third party administration and compliance services for 401(k)/profit sharing plans and SIMPLE IRA Plans for a broad and diverse range of clients.

We are seeking a dedicated, self-motivated candidate who has a strong desire to build relationships and provide outstanding service for our clients and is interested in learning and developing a career within the retirement plan industry. The Associate will be encouraged to engage in continual learning and development activities and will be supported in pursuing progress toward industry-related certifications.

The Retirement Plan Associate duties include, but are not limited to:

• Eligibility and vesting determinations
• Filing and maintenance of plan records
• Communication with clients, participants and payroll providers
• Process ACH/Check distributions to/from clients in a timely manner

Minimum Qualifications Required:

• High school diploma or GED
• Attention to detail, with analytical and problem-solving skills
• Strong verbal, math and written communication skills
• Ability to handle and prioritize multiple projects simultaneously
• Willingness to learn and grow
• Professional, client-focused approach to colleagues and assignments
• Proficient use of applicable technology, including Excel and Word, with ability to learn use of pension administration software
• Ability to work in team environment as well as independently