RETIREMENT PLAN ASSOCIATE

Whitaker Bank; Danville (KY); On-site; USD 35,000 - 48,000; Full time

Job summary

Kentucky Trust Company in Danville, KY is seeking a Retirement Plan Associate to join our Retirement Plan Department. The role supports design, third-party administration, and compliance services for 401(k)/profit sharing and SIMPLE IRA plans for a diverse client base.

You will build relationships, deliver outstanding service, and pursue industry-related certifications with support for continual learning and development.

Qualifications

• High school diploma or GED required.
• Detail-oriented with analytical and problem-solving skills.
• Strong verbal, math, and written communication abilities.
• Ability to handle multiple projects and prioritize.
• Willingness to learn and grow in retirement plan services.

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 thinking

Problem solving

Verbal communication

Written communication

Math skills

Multi-project management

Teamwork

Excel

Word

Education

High school diploma or GED

Tools

Excel

Word

Pension administration 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

3 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