Retirement Plan Associate - Client-Focused Growth

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

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.